+37.5%
ZM vs CAVA
+34.5%
+3.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.0% | +5.8% | +0.3% |
| 7D | +0.3% | -8.5% | +8.9% | +1.2% |
| 30D | -10.3% | -8.2% | -2.0% | -9.6% |
| 3M | -0.7% | -25.9% | +25.2% | +1.9% |
| 6M | +24.8% | -30.9% | +55.7% | +28.5% |
| YTD | +11.5% | -3.7% | +15.2% | +9.5% |
| 1Y | +12.3% | -13.4% | +25.8% | +11.4% |
| 3Y | +33.5% | +44.2% | -10.8% | +25.5% |
| All | +37.5% | +34.5% | +3.0% | +29.7% |
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