-40.9%
SE vs CAVA
-7.9%
-33.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.8% |
| 7D | -6.1% | -9.2% | +3.1% | -5.6% |
| 30D | -2.5% | -8.2% | +5.7% | -2.0% |
| 3M | +21.7% | -15.3% | +37.0% | +22.5% |
| 6M | +27.0% | -23.6% | +50.6% | +28.8% |
| YTD | -12.1% | +3.5% | -15.7% | -13.8% |
| 1Y | -40.9% | -7.9% | -33.0% | -39.6% |
| All | -40.9% | -7.9% | -33.0% | -39.6% |
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