+61.7%
VZ vs CAVA
+42.4%
+19.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.6% |
| 7D | +0.9% | -3.5% | +4.4% | +0.9% |
| 30D | +8.9% | +13.8% | -4.8% | +9.0% |
| 3M | +0.1% | -1.7% | +1.8% | +0.1% |
| 6M | +1.9% | -25.2% | +27.1% | +1.9% |
| YTD | +22.0% | +1.9% | +20.1% | +22.1% |
| 1Y | +22.1% | +21.4% | +0.7% | +22.1% |
| 3Y | +58.7% | +92.5% | -33.8% | +56.5% |
| All | +61.7% | +42.4% | +19.3% | +61.0% |
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