+120.8%
META vs CAVA
+44.7%
+76.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.3% |
| 7D | +6.7% | -9.2% | +15.9% | +8.4% |
| 30D | +4.8% | -8.2% | +12.9% | +5.9% |
| 3M | -1.6% | -15.3% | +13.7% | +0.2% |
| 6M | -7.5% | -23.6% | +16.1% | -4.2% |
| YTD | -6.4% | +3.5% | -9.9% | -9.7% |
| 1Y | -17.3% | -7.9% | -9.5% | -18.6% |
| 3Y | +109.9% | +38.7% | +71.3% | +95.5% |
| All | +120.8% | +44.7% | +76.1% | +105.0% |
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