+57.7%
GEV vs CAVA
-7.9%
+65.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.2% |
| 7D | +3.3% | -9.2% | +12.5% | +4.4% |
| 30D | -7.5% | -8.2% | +0.7% | -6.7% |
| 3M | -2.2% | -15.3% | +13.1% | -1.0% |
| 6M | +12.1% | -23.6% | +35.7% | +15.0% |
| YTD | +44.4% | +3.5% | +40.9% | +42.4% |
| 1Y | +57.7% | -7.9% | +65.5% | +61.7% |
| All | +57.7% | -7.9% | +65.6% | +61.7% |
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