-11.5%
UNH vs CAVA
+28.6%
-40.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -1.0% |
| 7D | -3.2% | -12.4% | +9.3% | -2.7% |
| 30D | -3.5% | -11.2% | +7.7% | -3.1% |
| 3M | -4.2% | -33.8% | +29.6% | -2.8% |
| 6M | +38.3% | -32.5% | +70.8% | +39.9% |
| YTD | +19.2% | -8.0% | +27.2% | +19.1% |
| 1Y | +15.0% | -17.1% | +32.1% | +14.8% |
| 3Y | -14.5% | +37.8% | -52.4% | -16.3% |
| All | -11.5% | +28.6% | -40.0% | -12.6% |
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