-54.6%
CSGP vs CAVA
+17.8%
-72.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.2% | -4.6% |
| 7D | +1.3% | +0.7% | +0.6% | +1.3% |
| 30D | +10.7% | +13.6% | -2.9% | +10.2% |
| 3M | +3.3% | -4.9% | +8.2% | +3.6% |
| 6M | -10.3% | -33.9% | +23.6% | -10.0% |
| YTD | -54.6% | +0.8% | -55.3% | -54.6% |
| 1Y | -54.6% | +27.0% | -81.6% | -56.4% |
| All | -54.6% | +17.8% | -72.5% | -56.4% |
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 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