-13.6%
CPNG vs CAVA
+28.6%
-42.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | 0.0% |
| 7D | -5.4% | -12.4% | +7.0% | -3.8% |
| 30D | -11.1% | -11.2% | +0.1% | -9.9% |
| 3M | -3.0% | -33.8% | +30.8% | +1.9% |
| 6M | -23.5% | -32.5% | +9.0% | -19.9% |
| YTD | -37.8% | -8.0% | -29.8% | -37.5% |
| 1Y | -54.3% | -17.1% | -37.2% | -53.8% |
| 3Y | -20.8% | +37.8% | -58.6% | -27.6% |
| All | -13.6% | +28.6% | -42.1% | -20.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling