+93.3%
V vs CAVA
+38.6%
+54.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.2% |
| 7D | +0.9% | -1.6% | +2.5% | +1.0% |
| 30D | +9.0% | +12.9% | -3.9% | +7.9% |
| 3M | +16.7% | -19.3% | +36.0% | +18.4% |
| 6M | +33.4% | -19.5% | +52.9% | +34.8% |
| YTD | +22.4% | -0.8% | +23.1% | +20.9% |
| 1Y | +27.7% | +20.8% | +6.9% | +24.0% |
| 3Y | +78.0% | +85.7% | -7.7% | +70.7% |
| All | +93.3% | +38.6% | +54.7% | +87.7% |
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