+101.1%
SLV vs CAVA
+38.6%
+62.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.3% |
| 7D | -5.8% | -1.6% | -4.3% | -5.7% |
| 30D | -12.1% | +12.9% | -25.0% | -13.1% |
| 3M | -24.1% | -19.3% | -4.8% | -22.9% |
| 6M | -44.4% | -19.5% | -24.9% | -43.7% |
| YTD | -31.5% | -0.8% | -30.7% | -31.7% |
| 1Y | -6.9% | +20.8% | -27.7% | -8.3% |
| 3Y | +116.0% | +85.7% | +30.3% | +101.6% |
| All | +101.1% | +38.6% | +62.5% | +91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling