+114.5%
USB vs CAVA
+38.6%
+75.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.7% |
| 7D | +2.6% | -1.6% | +4.1% | +2.8% |
| 30D | +8.4% | +12.9% | -4.5% | +6.6% |
| 3M | -5.5% | -19.3% | +13.8% | -3.3% |
| 6M | +17.7% | -19.5% | +37.2% | +19.8% |
| YTD | +17.6% | -0.8% | +18.3% | +15.2% |
| 1Y | +33.9% | +20.8% | +13.1% | +27.5% |
| 3Y | +103.8% | +85.7% | +18.1% | +83.5% |
| All | +114.5% | +38.6% | +75.8% | +98.5% |
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 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