+54.0%
CVS vs CAVA
+33.0%
+20.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.1% | -0.8% |
| 7D | -2.2% | -8.0% | +5.9% | -1.8% |
| 30D | -0.1% | -19.6% | +19.5% | +0.9% |
| 3M | -5.2% | -36.7% | +31.5% | -3.4% |
| 6M | +26.9% | -30.6% | +57.5% | +28.4% |
| YTD | +22.1% | -4.8% | +26.9% | +20.9% |
| 1Y | +30.8% | -13.1% | +43.9% | +29.9% |
| 3Y | +54.4% | +48.8% | +5.6% | +47.0% |
| All | +54.0% | +33.0% | +20.9% | +48.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling