+5.6%
SBUX vs CAVA
+33.0%
-27.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.0% |
| 7D | -5.5% | -8.0% | +2.5% | -4.2% |
| 30D | -8.5% | -19.6% | +11.1% | -5.3% |
| 3M | -2.9% | -36.7% | +33.8% | +4.0% |
| 6M | -1.5% | -30.6% | +29.1% | +3.4% |
| YTD | +19.4% | -4.8% | +24.2% | +18.1% |
| 1Y | +22.9% | -13.1% | +36.1% | +22.7% |
| 3Y | +11.3% | +48.8% | -37.5% | +5.6% |
| All | +5.6% | +33.0% | -27.5% | +1.0% |
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 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