+18.9%
NET vs CAVA
-32.3%
+51.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.3% | -2.3% |
| 7D | -16.4% | +14.2% | -30.6% | -15.5% |
| 30D | -25.8% | +14.6% | -40.4% | -25.1% |
| 3M | -11.5% | -2.3% | -9.2% | -10.0% |
| 6M | +18.9% | -30.5% | +49.4% | +29.0% |
| All | +18.9% | -32.3% | +51.3% | +29.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling