-48.8%
SE vs CAVA
+19.2%
-68.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.7% | +4.3% |
| 7D | +6.7% | +14.2% | -7.6% | +5.7% |
| 30D | -17.2% | +14.6% | -31.8% | -18.0% |
| 3M | -28.0% | -2.3% | -25.7% | -28.2% |
| 6M | -6.1% | -30.5% | +24.4% | -4.3% |
| YTD | -37.1% | +5.6% | -42.7% | -38.6% |
| 1Y | -48.8% | +19.9% | -68.6% | -50.4% |
| All | -48.8% | +19.2% | -68.0% | -50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling