-60.3%
CSGP vs CAVA
+59.2%
-119.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.2% | -4.5% |
| 7D | +1.3% | +0.7% | +0.6% | +1.2% |
| 30D | +10.7% | +13.6% | -2.9% | +9.3% |
| 3M | +3.3% | -4.9% | +8.2% | +3.5% |
| 6M | -10.3% | -33.9% | +23.6% | -7.3% |
| YTD | -54.6% | +0.8% | -55.3% | -55.5% |
| 1Y | -54.6% | +27.0% | -81.6% | -57.0% |
| 3Y | -60.3% | +73.1% | -133.4% | -63.6% |
| All | -60.3% | +59.2% | -119.6% | -63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling