+27.2%
F vs CAVA
-16.9%
+44.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.4% | +7.6% | +3.6% |
| 7D | -3.7% | -12.4% | +8.8% | -2.4% |
| 30D | -0.7% | -11.2% | +10.5% | +0.6% |
| 3M | -1.9% | -33.8% | +31.9% | +1.8% |
| 6M | +16.1% | -32.5% | +48.6% | +20.0% |
| YTD | +9.5% | -8.0% | +17.5% | +8.4% |
| 1Y | +27.2% | -17.1% | +44.3% | +27.0% |
| All | +27.2% | -16.9% | +44.2% | +27.0% |
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