+46.4%
UBER vs CAVA
+41.9%
+4.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -1.8% |
| 7D | -5.4% | -8.0% | +2.6% | -4.1% |
| 30D | -4.9% | -19.6% | +14.7% | -1.5% |
| 3M | +3.0% | -36.7% | +39.7% | +10.7% |
| 6M | -4.4% | -30.6% | +26.2% | +0.6% |
| YTD | -12.3% | -4.8% | -7.5% | -13.9% |
| 1Y | -24.3% | -13.1% | -11.2% | -24.9% |
| 3Y | +46.4% | +48.8% | -2.3% | +31.9% |
| All | +46.4% | +41.9% | +4.5% | +31.9% |
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 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