-4.7%
CTSH vs CAVA
+34.5%
-39.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.0% | +3.2% | -2.3% |
| 7D | -8.2% | -8.5% | +0.3% | -7.4% |
| 30D | +0.4% | -8.2% | +8.6% | +1.1% |
| 3M | +10.6% | -25.9% | +36.5% | +13.4% |
| 6M | -8.8% | -30.9% | +22.1% | -6.0% |
| YTD | -28.6% | -3.7% | -24.9% | -29.1% |
| 1Y | -15.9% | -13.4% | -2.5% | -16.0% |
| 3Y | -13.9% | +44.2% | -58.1% | -17.1% |
| All | -4.7% | +34.5% | -39.2% | -7.6% |
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 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