-63.2%
CSGP vs CAVA
+38.6%
-101.8%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.3% | +2.7% |
| 7D | +1.3% | -1.6% | +2.9% | +1.5% |
| 30D | +2.8% | +12.9% | -10.0% | +1.5% |
| 3M | -6.3% | -19.3% | +13.0% | -4.5% |
| 6M | -3.2% | -19.5% | +16.3% | -1.7% |
| YTD | -54.0% | -0.8% | -53.2% | -54.8% |
| 1Y | -54.8% | +20.8% | -75.6% | -56.9% |
| 3Y | -60.6% | +85.7% | -146.3% | -65.3% |
| All | -63.2% | +38.6% | -101.8% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling