+38.8%
EWZ vs CAVA
+34.5%
+4.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.0% | +4.6% | -0.9% |
| 7D | -0.1% | -8.5% | +8.5% | +0.7% |
| 30D | +8.2% | -8.2% | +16.4% | +8.8% |
| 3M | +13.3% | -25.9% | +39.2% | +15.8% |
| 6M | +3.6% | -30.9% | +34.5% | +6.5% |
| YTD | +21.0% | -3.7% | +24.7% | +20.4% |
| 1Y | +34.7% | -13.4% | +48.1% | +34.8% |
| 3Y | +48.3% | +44.2% | +4.1% | +40.8% |
| All | +38.8% | +34.5% | +4.3% | +33.8% |
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