+292.2%
TER vs CAVA
+43.5%
+248.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.0% | +9.2% | +4.8% |
| 7D | +12.4% | -8.5% | +20.9% | +15.0% |
| 30D | +5.1% | -8.2% | +13.4% | +7.1% |
| 3M | +4.0% | -25.9% | +29.9% | +11.5% |
| 6M | +29.5% | -30.9% | +60.5% | +41.1% |
| YTD | +98.5% | -3.7% | +102.2% | +93.9% |
| 1Y | +234.1% | -13.4% | +247.5% | +234.6% |
| All | +292.2% | +43.5% | +248.6% | +260.8% |
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