-53.3%
CSGP vs CAVA
+19.2%
-72.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.8% | +1.3% | +3.9% |
| 7D | +18.3% | +14.2% | +4.1% | +17.5% |
| 30D | +17.8% | +14.6% | +3.2% | +17.0% |
| 3M | +9.3% | -2.3% | +11.6% | +9.3% |
| 6M | -7.9% | -30.5% | +22.6% | -7.4% |
| YTD | -51.5% | +5.6% | -57.2% | -52.2% |
| 1Y | -53.3% | +19.9% | -73.2% | -55.3% |
| All | -53.3% | +19.2% | -72.5% | -55.3% |
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