-6.4%
OPEN vs CAVA
+33.0%
-39.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.8% | -1.5% |
| 7D | -11.4% | -8.0% | -3.4% | -9.0% |
| 30D | -20.1% | -19.6% | -0.5% | -14.2% |
| 3M | -37.6% | -36.7% | -0.9% | -28.4% |
| 6M | -47.1% | -30.6% | -16.5% | -41.5% |
| YTD | -52.1% | -4.8% | -47.4% | -53.3% |
| 1Y | -73.5% | -13.1% | -60.4% | -73.6% |
| 3Y | -24.4% | +48.8% | -73.2% | -45.5% |
| All | -6.4% | +33.0% | -39.4% | -23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling