+257.2%
VIAV vs CAVA
+28.6%
+228.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.4% | -0.1% | -4.1% |
| 7D | +11.2% | -12.4% | +23.6% | +12.7% |
| 30D | -2.6% | -11.2% | +8.6% | -1.5% |
| 3M | -20.1% | -33.8% | +13.7% | -17.3% |
| 6M | +25.8% | -32.5% | +58.4% | +30.1% |
| YTD | +109.9% | -8.0% | +117.9% | +110.4% |
| 1Y | +214.3% | -17.1% | +231.4% | +217.1% |
| 3Y | +281.6% | +37.8% | +243.8% | +261.8% |
| All | +257.2% | +28.6% | +228.6% | +238.9% |
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 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