+50.5%
UNP vs CAVA
+43.2%
+7.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -0.7% | -1.5% | +0.8% | -0.6% |
| 30D | -1.1% | -3.7% | +2.5% | -1.0% |
| 3M | +7.9% | -18.3% | +26.2% | +9.1% |
| 6M | +14.6% | -23.5% | +38.1% | +16.2% |
| YTD | +26.6% | +2.5% | +24.1% | +24.6% |
| 1Y | +35.6% | -8.0% | +43.5% | +34.2% |
| 3Y | +45.5% | +53.5% | -8.0% | +37.9% |
| All | +50.5% | +43.2% | +7.3% | +43.1% |
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