+73.9%
CTVA vs CAVA
+41.9%
+32.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.2% | -0.9% |
| 7D | -4.5% | -8.0% | +3.5% | -4.0% |
| 30D | +11.3% | -19.6% | +30.9% | +12.9% |
| 3M | +12.3% | -36.7% | +49.0% | +15.6% |
| 6M | +7.2% | -30.6% | +37.8% | +9.3% |
| YTD | +26.0% | -4.8% | +30.8% | +24.4% |
| 1Y | +16.0% | -13.1% | +29.1% | +15.1% |
| 3Y | +73.9% | +48.8% | +25.1% | +60.4% |
| All | +73.9% | +41.9% | +32.0% | +60.4% |
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 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