+10.7%
SNDU vs CAVA
-22.7%
+33.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +2.8% | -18.6% | -16.8% |
| 7D | -48.0% | +14.2% | -62.3% | -51.6% |
| 30D | -66.4% | +14.6% | -81.0% | -68.9% |
| 3M | -58.7% | -2.3% | -56.4% | -58.2% |
| 6M | -68.6% | -30.5% | -38.1% | -58.4% |
| All | +10.7% | -22.7% | +33.4% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling