-16.3%
UNH vs CAVA
+41.9%
-58.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.5% | -5.8% | -2.5% |
| 7D | -4.5% | -8.0% | +3.5% | -4.2% |
| 30D | -6.5% | -19.6% | +13.0% | -5.8% |
| 3M | -6.0% | -36.7% | +30.7% | -4.6% |
| 6M | +33.7% | -30.6% | +64.2% | +35.0% |
| YTD | +16.4% | -4.8% | +21.2% | +16.1% |
| 1Y | +10.1% | -13.1% | +23.2% | +9.7% |
| 3Y | -16.3% | +48.8% | -65.1% | -15.8% |
| All | -16.3% | +41.9% | -58.2% | -15.8% |
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 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