+55.1%
CVS vs CAVA
+34.5%
+20.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.3% | -0.4% |
| 7D | -1.9% | -8.5% | +6.6% | -1.5% |
| 30D | -0.3% | -8.2% | +7.9% | 0.0% |
| 3M | -1.1% | -25.9% | +24.8% | 0.0% |
| 6M | +23.7% | -30.9% | +54.6% | +25.3% |
| YTD | +23.0% | -3.7% | +26.7% | +21.7% |
| 1Y | +37.2% | -13.4% | +50.6% | +36.3% |
| 3Y | +62.4% | +44.2% | +18.2% | +54.8% |
| All | +55.1% | +34.5% | +20.6% | +49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling