+114.9%
TT vs CAVA
+37.2%
+77.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.5% | -0.4% |
| 7D | -1.0% | -12.4% | +11.5% | +0.7% |
| 30D | -8.9% | -11.2% | +2.3% | -7.8% |
| 3M | -1.8% | -33.8% | +32.0% | +2.9% |
| 6M | +1.9% | -32.5% | +34.4% | +6.2% |
| YTD | +13.8% | -8.0% | +21.8% | +12.2% |
| 1Y | +6.1% | -17.1% | +23.3% | +5.9% |
| All | +114.9% | +37.2% | +77.8% | +100.3% |
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