+86.4%
W vs CAVA
+44.7%
+41.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.0% |
| 7D | -4.2% | -9.2% | +5.1% | -0.9% |
| 30D | -7.6% | -8.2% | +0.6% | -5.4% |
| 3M | +37.2% | -15.3% | +52.5% | +43.6% |
| 6M | +26.3% | -23.6% | +49.9% | +36.4% |
| YTD | -1.0% | +3.5% | -4.5% | -5.7% |
| 1Y | +20.1% | -7.9% | +28.0% | +17.5% |
| 3Y | +37.8% | +38.7% | -0.9% | +18.7% |
| All | +86.4% | +44.7% | +41.7% | +64.3% |
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 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