+35.3%
W vs CAVA
+43.5%
-8.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.0% | +6.2% | +2.4% |
| 7D | +5.9% | -8.5% | +14.4% | +9.3% |
| 30D | -3.0% | -8.2% | +5.2% | -0.8% |
| 3M | +40.3% | -25.9% | +66.3% | +54.7% |
| 6M | +32.2% | -30.9% | +63.1% | +48.8% |
| YTD | -0.3% | -3.7% | +3.4% | -3.3% |
| 1Y | +16.2% | -13.4% | +29.6% | +15.5% |
| All | +35.3% | +43.5% | -8.2% | +13.3% |
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