+42.6%
UNP vs CAVA
+19.2%
+23.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +1.5% |
| 7D | +3.6% | +14.2% | -10.6% | +3.0% |
| 30D | +11.4% | +14.6% | -3.2% | +10.6% |
| 3M | +4.6% | -2.3% | +6.9% | +4.5% |
| 6M | +18.3% | -30.5% | +48.8% | +19.6% |
| YTD | +35.4% | +5.6% | +29.8% | +31.9% |
| 1Y | +42.6% | +19.9% | +22.7% | +36.2% |
| All | +42.6% | +19.2% | +23.4% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling