+275.4%
ZETA vs CAVA
+37.2%
+238.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +4.9% | +2.0% |
| 7D | -6.5% | -12.4% | +6.0% | -2.1% |
| 30D | +4.8% | -11.2% | +16.0% | +8.2% |
| 3M | +53.3% | -33.8% | +87.1% | +74.3% |
| 6M | +66.8% | -32.5% | +99.3% | +86.5% |
| YTD | +50.2% | -8.0% | +58.2% | +45.9% |
| 1Y | +62.0% | -17.1% | +79.2% | +62.7% |
| All | +275.4% | +37.2% | +238.3% | +229.1% |
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