-7.5%
T vs CAVA
-14.0%
+6.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.5% | -1.5% | +2.1% |
| 7D | +1.5% | -8.0% | +9.5% | +1.3% |
| 30D | +7.5% | -19.6% | +27.0% | +6.8% |
| 3M | +14.8% | -36.7% | +51.5% | +14.0% |
| 6M | -1.7% | -30.6% | +28.8% | -2.3% |
| YTD | +8.7% | -4.8% | +13.5% | +8.2% |
| 1Y | -7.5% | -13.1% | +5.7% | -8.7% |
| All | -7.5% | -14.0% | +6.6% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling