-31.6%
ZS vs CAVA
+19.2%
-50.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -0.2% |
| 7D | -12.3% | +14.2% | -26.5% | -11.9% |
| 30D | +11.2% | +14.6% | -3.3% | +11.6% |
| 3M | +37.5% | -2.3% | +39.8% | +38.2% |
| 6M | +57.8% | -30.5% | +88.3% | +59.8% |
| YTD | -0.2% | +5.6% | -5.8% | -2.7% |
| 1Y | -31.6% | +19.9% | -51.5% | -34.1% |
| All | -31.6% | +19.2% | -50.8% | -34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling