+42.4%
VALE vs CAVA
+33.0%
+9.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -0.6% |
| 7D | -0.3% | -8.0% | +7.8% | +0.5% |
| 30D | +8.6% | -19.6% | +28.2% | +10.6% |
| 3M | +2.0% | -36.7% | +38.7% | +5.8% |
| 6M | +2.1% | -30.6% | +32.7% | +4.8% |
| YTD | +20.2% | -4.8% | +25.0% | +19.8% |
| 1Y | +55.2% | -13.1% | +68.3% | +55.2% |
| 3Y | +45.9% | +48.8% | -2.9% | +34.2% |
| All | +42.4% | +33.0% | +9.3% | +32.5% |
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