+14.5%
NET vs CAVA
+19.2%
-4.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.3% | -2.6% |
| 7D | -16.4% | +14.2% | -30.6% | -16.5% |
| 30D | -25.8% | +14.6% | -40.4% | -26.0% |
| 3M | -11.5% | -2.3% | -9.2% | -11.0% |
| 6M | +18.9% | -30.5% | +49.4% | +22.7% |
| YTD | +35.2% | +5.6% | +29.6% | +32.6% |
| 1Y | +14.5% | +19.9% | -5.4% | +10.0% |
| All | +14.5% | +19.2% | -4.7% | +10.0% |
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 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