+35.3%
EWZ vs CAVA
-16.9%
+52.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.4% | +5.7% | +1.6% |
| 7D | +1.1% | -12.4% | +13.6% | +2.2% |
| 30D | +13.5% | -11.2% | +24.7% | +14.3% |
| 3M | +15.2% | -33.8% | +49.0% | +18.8% |
| 6M | +3.7% | -32.5% | +36.2% | +6.8% |
| YTD | +22.5% | -8.0% | +30.5% | +24.3% |
| 1Y | +35.3% | -17.1% | +52.4% | +35.9% |
| All | +35.3% | -16.9% | +52.2% | +35.9% |
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