+8.9%
CRCL vs CAVA
-31.0%
+39.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -1.4% |
| 7D | -11.2% | -8.0% | -3.2% | -7.6% |
| 30D | +27.1% | -19.6% | +46.7% | +40.7% |
| 3M | +9.6% | -36.7% | +46.3% | +35.5% |
| 6M | -19.7% | -30.6% | +10.9% | -7.5% |
| YTD | +14.2% | -4.8% | +19.0% | +11.9% |
| 1Y | -32.2% | -13.1% | -19.1% | -33.0% |
| All | +8.9% | -31.0% | +39.9% | +26.1% |
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