+34.3%
TRV vs CAVA
-7.9%
+42.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.1% | -1.3% |
| 7D | -0.1% | -9.2% | +9.1% | 0.0% |
| 30D | -3.4% | -8.2% | +4.8% | -3.3% |
| 3M | +26.4% | -15.3% | +41.7% | +26.6% |
| 6M | +19.3% | -23.6% | +42.9% | +19.6% |
| YTD | +28.3% | +3.5% | +24.8% | +28.3% |
| 1Y | +34.3% | -7.9% | +42.2% | +34.4% |
| All | +34.3% | -7.9% | +42.2% | +34.4% |
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