+291.3%
GE vs CAVA
+33.0%
+258.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.6% | -0.7% |
| 7D | -4.0% | -8.0% | +4.0% | -2.8% |
| 30D | -11.4% | -19.6% | +8.2% | -8.7% |
| 3M | -2.6% | -36.7% | +34.1% | +3.6% |
| 6M | -0.3% | -30.6% | +30.2% | +4.1% |
| YTD | +5.4% | -4.8% | +10.1% | +3.7% |
| 1Y | +15.5% | -13.1% | +28.7% | +15.0% |
| 3Y | +260.8% | +48.8% | +212.0% | +250.6% |
| All | +291.3% | +33.0% | +258.3% | +282.8% |
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