+1.3%
SWKS vs CAVA
+91.1%
-89.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.4% |
| 7D | -3.1% | +0.1% | -3.3% | -3.2% |
| 30D | +8.3% | +12.6% | -4.3% | +5.8% |
| 3M | +20.2% | -1.9% | +22.2% | +19.6% |
| 6M | +24.9% | -23.9% | +48.9% | +29.4% |
| YTD | +33.2% | +2.9% | +30.3% | +26.4% |
| 1Y | +23.6% | +21.6% | +2.0% | +12.1% |
| 3Y | +1.3% | +94.4% | -93.1% | -8.3% |
| All | +1.3% | +91.1% | -89.9% | -8.3% |
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