0.0%
SHOP vs CAVA
-7.9%
+7.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.2% |
| 7D | -5.1% | -9.2% | +4.1% | -3.0% |
| 30D | +0.6% | -8.2% | +8.8% | +2.3% |
| 3M | +25.0% | -15.3% | +40.4% | +28.2% |
| 6M | +11.9% | -23.6% | +35.5% | +17.0% |
| YTD | -9.9% | +3.5% | -13.4% | -12.2% |
| 1Y | 0.0% | -7.9% | +7.8% | -1.9% |
| All | 0.0% | -7.9% | +7.9% | -1.9% |
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 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