+10.7%
U vs CAVA
+37.2%
-26.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | +0.1% |
| 7D | 0.0% | -12.4% | +12.4% | +3.6% |
| 30D | -4.1% | -11.2% | +7.1% | -1.4% |
| 3M | +57.8% | -33.8% | +91.6% | +74.4% |
| 6M | +103.5% | -32.5% | +136.0% | +121.1% |
| YTD | -4.8% | -8.0% | +3.2% | -7.9% |
| 1Y | -2.4% | -17.1% | +14.7% | -3.0% |
| All | +10.7% | +37.2% | -26.5% | -12.7% |
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