+55.0%
CVS vs CAVA
+28.6%
+26.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | +0.1% |
| 7D | -2.0% | -12.4% | +10.5% | -1.4% |
| 30D | +1.9% | -11.2% | +13.1% | +2.4% |
| 3M | -2.2% | -33.8% | +31.6% | -0.5% |
| 6M | +26.7% | -32.5% | +59.2% | +28.4% |
| YTD | +22.9% | -8.0% | +30.9% | +21.9% |
| 1Y | +32.9% | -17.1% | +50.0% | +32.4% |
| 3Y | +62.3% | +37.8% | +24.5% | +55.0% |
| All | +55.0% | +28.6% | +26.4% | +49.2% |
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