-4.9%
SHOP vs CAVA
+19.2%
-24.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.8% | +4.6% | +6.7% |
| 7D | -9.0% | +14.2% | -23.3% | -11.8% |
| 30D | -4.4% | +14.6% | -19.0% | -7.6% |
| 3M | +24.1% | -2.3% | +26.4% | +24.2% |
| 6M | +20.0% | -30.5% | +50.5% | +28.5% |
| YTD | -4.9% | +5.6% | -10.5% | -8.7% |
| 1Y | -4.9% | +19.9% | -24.8% | -11.8% |
| All | -4.9% | +19.2% | -24.1% | -11.8% |
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