-25.2%
INTU vs CAVA
+44.7%
-69.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.2% |
| 7D | -7.1% | -9.2% | +2.1% | -5.9% |
| 30D | +1.5% | -8.2% | +9.6% | +2.5% |
| 3M | +10.7% | -15.3% | +26.0% | +12.4% |
| 6M | -23.8% | -23.6% | -0.2% | -21.8% |
| YTD | -49.3% | +3.5% | -52.8% | -50.4% |
| 1Y | -49.7% | -7.9% | -41.8% | -50.2% |
| 3Y | -38.0% | +38.7% | -76.7% | -43.5% |
| All | -25.2% | +44.7% | -69.9% | -32.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling