-5.7%
SYK vs CAVA
+28.6%
-34.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.5% | -1.6% |
| 7D | -12.3% | -12.4% | +0.1% | -11.3% |
| 30D | -22.4% | -11.2% | -11.2% | -21.7% |
| 3M | -12.3% | -33.8% | +21.5% | -9.4% |
| 6M | -24.3% | -32.5% | +8.2% | -22.0% |
| YTD | -22.8% | -8.0% | -14.8% | -23.0% |
| 1Y | -28.8% | -17.1% | -11.7% | -28.6% |
| 3Y | -4.0% | +37.8% | -41.8% | -8.4% |
| All | -5.7% | +28.6% | -34.3% | -9.9% |
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 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