+11.9%
COST vs CAVA
+19.2%
-7.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +2.6% |
| 7D | +6.6% | +14.2% | -7.6% | +6.3% |
| 30D | +13.5% | +14.6% | -1.1% | +13.2% |
| 3M | +10.6% | -2.3% | +12.9% | +10.6% |
| 6M | +3.6% | -30.5% | +34.2% | +4.3% |
| YTD | +22.1% | +5.6% | +16.5% | +19.5% |
| 1Y | +11.9% | +19.9% | -8.0% | +7.9% |
| All | +11.9% | +19.2% | -7.3% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CAVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling