+35.4%
CVS vs CAVA
-7.9%
+43.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.4% |
| 7D | +4.0% | -9.2% | +13.2% | +4.2% |
| 30D | -2.4% | -8.2% | +5.8% | -2.2% |
| 3M | +2.7% | -15.3% | +18.0% | +3.0% |
| 6M | +21.9% | -23.6% | +45.5% | +21.9% |
| YTD | +24.7% | +3.5% | +21.2% | +21.1% |
| 1Y | +35.4% | -7.9% | +43.3% | +36.6% |
| All | +35.4% | -7.9% | +43.4% | +36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling