+16.6%
EMR vs CAVA
-7.9%
+24.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.9% |
| 7D | -1.5% | -9.2% | +7.7% | -0.2% |
| 30D | -5.6% | -8.2% | +2.6% | -4.6% |
| 3M | +7.9% | -15.3% | +23.3% | +9.7% |
| 6M | +6.0% | -23.6% | +29.6% | +9.5% |
| YTD | +16.4% | +3.5% | +12.9% | +13.7% |
| 1Y | +16.6% | -7.9% | +24.5% | +13.8% |
| All | +16.6% | -7.9% | +24.6% | +13.8% |
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