+63.7%
SE vs CAVA
+87.8%
-24.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.9% |
| 7D | -0.5% | -1.6% | +1.1% | -0.2% |
| 30D | -20.9% | +12.9% | -33.8% | -22.6% |
| 3M | -38.9% | -19.3% | -19.6% | -36.9% |
| 6M | -19.4% | -19.5% | 0.0% | -17.6% |
| YTD | -40.9% | -0.8% | -40.1% | -43.0% |
| 1Y | -46.2% | +20.8% | -67.0% | -50.4% |
| 3Y | +63.7% | +85.7% | -22.0% | +52.5% |
| All | +63.7% | +87.8% | -24.1% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling