+48.4%
UNP vs CAVA
+33.0%
+15.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -0.7% |
| 7D | -1.8% | -8.0% | +6.2% | -1.2% |
| 30D | -2.7% | -19.6% | +16.8% | -1.2% |
| 3M | +6.5% | -36.7% | +43.2% | +9.9% |
| 6M | +14.4% | -30.6% | +45.0% | +16.8% |
| YTD | +24.8% | -4.8% | +29.6% | +23.5% |
| 1Y | +34.4% | -13.1% | +47.5% | +33.6% |
| 3Y | +43.6% | +48.8% | -5.2% | +36.5% |
| All | +48.4% | +33.0% | +15.4% | +41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling