+147.8%
EWY vs CAVA
-14.0%
+161.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.5% | -0.2% | +2.5% |
| 7D | -0.1% | -8.0% | +8.0% | +1.7% |
| 30D | +7.3% | -19.6% | +26.9% | +12.2% |
| 3M | -5.1% | -36.7% | +31.5% | +3.5% |
| 6M | +42.1% | -30.6% | +72.6% | +52.5% |
| YTD | +94.1% | -4.8% | +98.9% | +99.0% |
| 1Y | +147.8% | -13.1% | +160.9% | +157.4% |
| All | +147.8% | -14.0% | +161.9% | +157.4% |
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