+16.3%
O vs CAVA
+33.0%
-16.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.2% |
| 7D | -2.9% | -8.0% | +5.2% | -2.7% |
| 30D | -4.5% | -19.6% | +15.0% | -4.0% |
| 3M | -2.6% | -36.7% | +34.0% | -1.6% |
| 6M | -5.6% | -30.6% | +25.0% | -4.9% |
| YTD | +9.3% | -4.8% | +14.1% | +9.2% |
| 1Y | +4.3% | -13.1% | +17.4% | +4.4% |
| 3Y | +27.4% | +48.8% | -21.3% | +20.5% |
| All | +16.3% | +33.0% | -16.7% | +10.5% |
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