+20.1%
W vs CAVA
-7.9%
+28.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +2.9% |
| 7D | -4.2% | -9.2% | +5.1% | -1.9% |
| 30D | -7.6% | -8.2% | +0.6% | -6.0% |
| 3M | +37.2% | -15.3% | +52.5% | +42.8% |
| 6M | +26.3% | -23.6% | +49.9% | +34.5% |
| YTD | -1.0% | +3.5% | -4.5% | +1.0% |
| 1Y | +20.1% | -7.9% | +28.0% | +13.4% |
| All | +20.1% | -7.9% | +28.0% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling