+125.8%
TRV vs CAVA
+33.0%
+92.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.4% | +1.9% |
| 7D | +1.9% | -8.0% | +10.0% | +2.3% |
| 30D | +1.7% | -19.6% | +21.3% | +2.6% |
| 3M | +23.9% | -36.7% | +60.6% | +26.3% |
| 6M | +26.3% | -30.6% | +56.9% | +27.9% |
| YTD | +30.8% | -4.8% | +35.6% | +30.0% |
| 1Y | +36.3% | -13.1% | +49.4% | +36.0% |
| 3Y | +145.0% | +48.8% | +96.2% | +139.5% |
| All | +125.8% | +33.0% | +92.7% | +122.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling