-3.2%
TEAM vs CAVA
+43.2%
-46.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -6.8% |
| 7D | -5.7% | -1.5% | -4.1% | -5.4% |
| 30D | +18.3% | -3.7% | +22.0% | +18.9% |
| 3M | +80.2% | -18.3% | +98.5% | +84.9% |
| 6M | +111.0% | -23.5% | +134.5% | +117.8% |
| YTD | +8.8% | +2.5% | +6.3% | +4.6% |
| 1Y | +2.2% | -8.0% | +10.1% | -0.2% |
| 3Y | -14.6% | +53.5% | -68.1% | -22.8% |
| All | -3.2% | +43.2% | -46.4% | -12.1% |
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