+98.7%
UAL vs CAVA
+28.6%
+70.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.9% | +0.5% |
| 7D | -2.0% | -12.4% | +10.4% | +1.2% |
| 30D | -15.7% | -11.2% | -4.5% | -13.7% |
| 3M | +3.6% | -33.8% | +37.4% | +13.8% |
| 6M | +16.9% | -32.5% | +49.4% | +27.3% |
| YTD | -4.8% | -8.0% | +3.2% | -5.1% |
| 1Y | -0.9% | -17.1% | +16.2% | +0.6% |
| 3Y | +124.5% | +37.8% | +86.6% | +120.7% |
| All | +98.7% | +28.6% | +70.2% | +97.9% |
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