+7.8%
EQT vs CAVA
-7.9%
+15.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.8% |
| 7D | +1.1% | -9.2% | +10.3% | +0.8% |
| 30D | +7.7% | -8.2% | +15.9% | +7.6% |
| 3M | +0.2% | -15.3% | +15.5% | -0.2% |
| 6M | -9.5% | -23.6% | +14.1% | -9.7% |
| YTD | +3.8% | +3.5% | +0.3% | +2.9% |
| 1Y | +7.8% | -7.9% | +15.6% | +4.9% |
| All | +7.8% | -7.9% | +15.7% | +4.9% |
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