+2.6%
U vs CAVA
+43.2%
-40.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.9% |
| 7D | +4.5% | -1.5% | +6.0% | +4.9% |
| 30D | -0.6% | -3.7% | +3.1% | 0.0% |
| 3M | +48.4% | -18.3% | +66.7% | +53.7% |
| 6M | +115.4% | -23.5% | +138.8% | +125.3% |
| YTD | -3.2% | +2.5% | -5.7% | -8.1% |
| 1Y | -6.0% | -8.0% | +1.9% | -8.7% |
| 3Y | +13.5% | +53.5% | -40.0% | -3.2% |
| All | +2.6% | +43.2% | -40.6% | -9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling