+104.0%
UAL vs CAVA
+38.6%
+65.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.3% | -2.1% |
| 7D | -3.0% | -1.6% | -1.5% | -2.6% |
| 30D | +10.5% | +12.9% | -2.4% | +7.0% |
| 3M | -13.5% | -19.3% | +5.8% | -9.3% |
| 6M | +14.2% | -19.5% | +33.7% | +18.7% |
| YTD | -2.2% | -0.8% | -1.5% | -4.8% |
| 1Y | +12.5% | +20.8% | -8.3% | +3.9% |
| 3Y | +186.8% | +85.7% | +101.1% | +171.0% |
| All | +104.0% | +38.6% | +65.4% | +98.7% |
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 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