-50.2%
SNAP vs CAVA
+34.5%
-84.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.0% | +3.8% | -0.8% |
| 7D | -5.0% | -8.5% | +3.5% | -3.0% |
| 30D | -0.7% | -8.2% | +7.5% | +0.7% |
| 3M | -5.0% | -25.9% | +20.9% | +0.6% |
| 6M | +3.5% | -30.9% | +34.4% | +11.2% |
| YTD | -34.2% | -3.7% | -30.5% | -36.2% |
| 1Y | -27.1% | -13.4% | -13.6% | -27.6% |
| 3Y | -43.5% | +44.2% | -87.7% | -50.7% |
| All | -50.2% | +34.5% | -84.7% | -55.4% |
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