-21.1%
KVUE vs CAVA
+33.0%
-54.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.5% | -0.2% |
| 7D | -5.1% | -8.0% | +2.9% | -4.9% |
| 30D | -6.3% | -19.6% | +13.2% | -5.7% |
| 3M | -0.5% | -36.7% | +36.2% | +0.6% |
| 6M | +3.1% | -30.6% | +33.7% | +4.0% |
| YTD | +6.7% | -4.8% | +11.5% | +6.8% |
| 1Y | -1.1% | -13.1% | +12.0% | -1.0% |
| 3Y | -8.7% | +48.8% | -57.5% | -10.7% |
| All | -21.1% | +33.0% | -54.2% | -22.8% |
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 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