-14.0%
META vs CAVA
-16.9%
+2.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.0% | -1.0% |
| 7D | +5.5% | -12.4% | +18.0% | +6.9% |
| 30D | +7.6% | -11.2% | +18.8% | +8.6% |
| 3M | +13.0% | -33.8% | +46.8% | +18.2% |
| 6M | -1.3% | -32.5% | +31.2% | +2.6% |
| YTD | -2.2% | -8.0% | +5.8% | -4.3% |
| 1Y | -14.0% | -17.1% | +3.1% | -11.2% |
| All | -14.0% | -16.9% | +2.9% | -11.2% |
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 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