+170.6%
SLV vs CAVA
+43.2%
+127.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | -0.7% |
| 7D | +2.5% | -1.5% | +4.0% | +2.6% |
| 30D | +3.3% | -3.7% | +6.9% | +3.5% |
| 3M | -3.6% | -18.3% | +14.7% | -2.3% |
| 6M | -21.8% | -23.5% | +1.7% | -20.4% |
| YTD | -7.8% | +2.5% | -10.3% | -8.3% |
| 1Y | +58.3% | -8.0% | +66.2% | +58.2% |
| 3Y | +182.6% | +53.5% | +129.1% | +166.7% |
| All | +170.6% | +43.2% | +127.4% | +157.8% |
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