+1.0%
U vs CAVA
+28.6%
-27.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | 0.0% |
| 7D | 0.0% | -12.4% | +12.4% | +3.3% |
| 30D | -4.1% | -11.2% | +7.1% | -1.6% |
| 3M | +57.8% | -33.8% | +91.6% | +73.0% |
| 6M | +103.5% | -32.5% | +136.0% | +119.7% |
| YTD | -4.8% | -8.0% | +3.2% | -7.2% |
| 1Y | -2.4% | -17.1% | +14.7% | -2.7% |
| 3Y | +11.7% | +37.8% | -26.2% | -2.2% |
| All | +1.0% | +28.6% | -27.6% | -8.9% |
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