-16.0%
TEAM vs CAVA
+41.9%
-58.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.6% |
| 7D | -5.2% | -8.0% | +2.8% | -3.7% |
| 30D | +15.8% | -19.6% | +35.3% | +20.6% |
| 3M | +101.5% | -36.7% | +138.1% | +118.6% |
| 6M | +138.2% | -30.6% | +168.8% | +151.4% |
| YTD | +10.8% | -4.8% | +15.6% | +7.0% |
| 1Y | +1.7% | -13.1% | +14.8% | -0.3% |
| 3Y | -16.0% | +48.8% | -64.8% | -29.2% |
| All | -16.0% | +41.9% | -58.0% | -29.2% |
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