+171.0%
W vs CAVA
+87.8%
+83.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.2% |
| 7D | +0.2% | -1.6% | +1.7% | +0.8% |
| 30D | +6.8% | +12.9% | -6.1% | +2.3% |
| 3M | +10.7% | -19.3% | +30.0% | +18.6% |
| 6M | +86.3% | -19.5% | +105.8% | +97.8% |
| YTD | +11.5% | -0.8% | +12.2% | +6.8% |
| 1Y | +5.1% | +20.8% | -15.7% | -7.7% |
| 3Y | +171.0% | +85.7% | +85.3% | +160.1% |
| All | +171.0% | +87.8% | +83.1% | +160.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling