+162.1%
SLV vs CAVA
+28.6%
+133.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.4% | -0.9% | -4.9% |
| 7D | -5.0% | -12.4% | +7.4% | -4.0% |
| 30D | -1.8% | -11.2% | +9.4% | -0.9% |
| 3M | -0.3% | -33.8% | +33.5% | +2.9% |
| 6M | -28.2% | -32.5% | +4.3% | -26.2% |
| YTD | -10.7% | -8.0% | -2.8% | -10.4% |
| 1Y | +53.7% | -17.1% | +70.8% | +55.0% |
| 3Y | +173.7% | +37.8% | +135.9% | +160.6% |
| All | +162.1% | +28.6% | +133.5% | +152.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling