-14.9%
SNPS vs CAVA
+43.5%
-58.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.0% | +6.3% | +1.7% |
| 7D | -5.5% | -8.5% | +3.1% | -3.6% |
| 30D | -4.5% | -8.2% | +3.7% | -3.0% |
| 3M | -15.5% | -25.9% | +10.4% | -10.6% |
| 6M | -10.1% | -30.9% | +20.9% | -3.5% |
| YTD | -16.3% | -3.7% | -12.6% | -18.4% |
| 1Y | -34.9% | -13.4% | -21.5% | -35.1% |
| All | -14.9% | +43.5% | -58.4% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling