+15.1%
TEAM vs CAVA
+19.2%
-4.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.8% |
| 7D | -13.7% | +14.2% | -28.0% | -14.4% |
| 30D | -3.4% | +14.6% | -18.0% | -4.4% |
| 3M | +72.1% | -2.3% | +74.4% | +72.4% |
| 6M | +103.8% | -30.5% | +134.3% | +107.1% |
| YTD | +17.1% | +5.6% | +11.5% | +11.7% |
| 1Y | +15.1% | +19.9% | -4.8% | +5.3% |
| All | +15.1% | +19.2% | -4.1% | +5.3% |
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 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