+297.0%
NET vs CAVA
+44.7%
+252.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.7% |
| 7D | -7.0% | -9.2% | +2.3% | -5.2% |
| 30D | -4.8% | -8.2% | +3.4% | -3.4% |
| 3M | +3.8% | -15.3% | +19.1% | +6.0% |
| 6M | +50.0% | -23.6% | +73.6% | +56.0% |
| YTD | +41.5% | +3.5% | +37.9% | +35.2% |
| 1Y | +32.8% | -7.9% | +40.7% | +29.8% |
| 3Y | +335.9% | +38.7% | +297.2% | +276.3% |
| All | +297.0% | +44.7% | +252.4% | +249.1% |
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