+7.1%
CRM vs CAVA
-7.9%
+15.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.8% |
| 7D | +1.3% | -9.2% | +10.5% | +2.1% |
| 30D | +34.3% | -8.2% | +42.5% | +35.3% |
| 3M | +37.7% | -15.3% | +53.0% | +38.7% |
| 6M | +34.9% | -23.6% | +58.5% | +37.5% |
| YTD | -1.6% | +3.5% | -5.2% | -4.1% |
| 1Y | +7.1% | -7.9% | +15.0% | +4.2% |
| All | +7.1% | -7.9% | +15.1% | +4.2% |
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