+233.5%
SPOT vs CAVA
+41.9%
+191.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.3% |
| 7D | -3.1% | -8.0% | +5.0% | -2.0% |
| 30D | +7.4% | -19.6% | +26.9% | +10.5% |
| 3M | +8.2% | -36.7% | +44.9% | +14.8% |
| 6M | +2.2% | -30.6% | +32.8% | +6.7% |
| YTD | -9.5% | -4.8% | -4.7% | -11.3% |
| 1Y | -23.8% | -13.1% | -10.7% | -24.4% |
| 3Y | +233.5% | +48.8% | +184.7% | +223.2% |
| All | +233.5% | +41.9% | +191.5% | +223.2% |
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