+164.3%
EWY vs CAVA
-7.9%
+172.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.5% | +6.1% | +4.9% |
| 7D | +4.8% | -9.2% | +14.0% | +6.9% |
| 30D | +11.7% | -8.2% | +19.8% | +13.4% |
| 3M | -7.4% | -15.3% | +7.9% | -4.7% |
| 6M | +40.6% | -23.6% | +64.2% | +48.1% |
| YTD | +94.3% | +3.5% | +90.7% | +96.0% |
| 1Y | +164.3% | -7.9% | +172.2% | +171.1% |
| All | +164.3% | -7.9% | +172.2% | +171.1% |
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 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