-65.8%
STRL vs CAVA
-24.2%
-41.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.1% |
| 7D | +15.7% | -1.6% | +17.2% | +15.7% |
| 30D | -35.5% | +12.9% | -48.3% | -35.5% |
| 3M | -47.1% | -19.3% | -27.8% | -48.2% |
| 6M | -65.8% | -19.5% | -46.3% | -66.9% |
| All | -65.8% | -24.2% | -41.5% | -66.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling