-0.9%
SO vs CAVA
-7.9%
+7.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.7% |
| 7D | -0.2% | -9.2% | +9.1% | -0.1% |
| 30D | -4.6% | -8.2% | +3.6% | -4.6% |
| 3M | -3.0% | -15.3% | +12.3% | -3.0% |
| 6M | -8.3% | -23.6% | +15.3% | -8.1% |
| YTD | +3.5% | +3.5% | 0.0% | +4.4% |
| 1Y | -0.9% | -7.9% | +7.0% | -1.4% |
| All | -0.9% | -7.9% | +7.0% | -1.4% |
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 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