+3.7%
CTSH vs CAVA
+38.6%
-34.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.2% | -0.8% |
| 7D | -2.1% | -1.6% | -0.6% | -2.0% |
| 30D | +1.4% | +12.9% | -11.5% | 0.0% |
| 3M | +7.5% | -19.3% | +26.8% | +9.3% |
| 6M | +39.6% | -19.5% | +59.0% | +41.6% |
| YTD | -22.3% | -0.8% | -21.5% | -23.2% |
| 1Y | -12.0% | +20.8% | -32.8% | -14.8% |
| 3Y | +1.8% | +85.7% | -83.9% | -3.7% |
| All | +3.7% | +38.6% | -34.9% | 0.0% |
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