+233.2%
ZETA vs CAVA
+34.5%
+198.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.0% | +4.8% | +0.8% |
| 7D | -0.1% | -8.5% | +8.5% | +2.8% |
| 30D | +10.5% | -8.2% | +18.7% | +12.6% |
| 3M | +44.3% | -25.9% | +70.2% | +55.9% |
| 6M | +59.4% | -30.9% | +90.4% | +75.6% |
| YTD | +49.5% | -3.7% | +53.2% | +44.3% |
| 1Y | +62.7% | -13.4% | +76.1% | +61.7% |
| 3Y | +274.6% | +44.2% | +230.4% | +245.2% |
| All | +233.2% | +34.5% | +198.6% | +215.0% |
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