+187.0%
SLV vs CAVA
+43.5%
+143.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.0% | +8.3% | +2.8% |
| 7D | +2.8% | -8.5% | +11.3% | +3.6% |
| 30D | +2.2% | -8.2% | +10.4% | +2.9% |
| 3M | +2.9% | -25.9% | +28.8% | +5.2% |
| 6M | -22.4% | -30.9% | +8.5% | -20.3% |
| YTD | -5.7% | -3.7% | -2.0% | -5.7% |
| 1Y | +63.3% | -13.4% | +76.7% | +64.1% |
| All | +187.0% | +43.5% | +143.4% | +163.2% |
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