+86.4%
SOUN vs CAVA
+28.6%
+57.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.4% | -1.2% |
| 7D | -6.8% | -12.4% | +5.6% | -1.6% |
| 30D | -15.2% | -11.2% | -4.1% | -11.6% |
| 3M | -7.0% | -33.8% | +26.8% | +8.4% |
| 6M | -20.5% | -32.5% | +12.0% | -9.2% |
| YTD | -37.0% | -8.0% | -29.0% | -39.0% |
| 1Y | -55.3% | -17.1% | -38.2% | -54.8% |
| 3Y | +173.0% | +37.8% | +135.2% | +134.9% |
| All | +86.4% | +28.6% | +57.8% | +66.8% |
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