+44.3%
UNP vs CAVA
+37.2%
+7.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.8% | +0.7% |
| 7D | -1.2% | -12.4% | +11.3% | -0.1% |
| 30D | -2.0% | -11.2% | +9.2% | -1.2% |
| 3M | +7.5% | -33.8% | +41.3% | +10.7% |
| 6M | +15.3% | -32.5% | +47.9% | +18.2% |
| YTD | +25.4% | -8.0% | +33.4% | +24.2% |
| 1Y | +35.6% | -17.1% | +52.7% | +35.2% |
| All | +44.3% | +37.2% | +7.1% | +34.5% |
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