+119.6%
META vs CAVA
+43.2%
+76.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | +6.0% | -1.5% | +7.6% | +6.3% |
| 30D | +3.6% | -3.7% | +7.3% | +3.9% |
| 3M | +4.9% | -18.3% | +23.2% | +7.6% |
| 6M | -4.7% | -23.5% | +18.8% | -1.4% |
| YTD | -6.9% | +2.5% | -9.4% | -10.0% |
| 1Y | -18.2% | -8.0% | -10.2% | -19.5% |
| 3Y | +107.8% | +53.5% | +54.3% | +92.3% |
| All | +119.6% | +43.2% | +76.4% | +104.3% |
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