+29.6%
ENTG vs CAVA
+33.0%
-3.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.3% | +1.2% |
| 7D | +1.2% | -8.0% | +9.2% | +3.6% |
| 30D | -12.9% | -19.6% | +6.7% | -7.5% |
| 3M | -3.1% | -36.7% | +33.6% | +9.6% |
| 6M | +21.0% | -30.6% | +51.6% | +32.5% |
| YTD | +67.0% | -4.8% | +71.8% | +64.0% |
| 1Y | +68.6% | -13.1% | +81.8% | +69.2% |
| 3Y | +48.6% | +48.8% | -0.1% | +36.2% |
| All | +29.6% | +33.0% | -3.4% | +20.6% |
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 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