-0.3%
ZS vs CAVA
+41.9%
-42.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.8% | 0.0% |
| 7D | -3.1% | -8.0% | +4.9% | -1.7% |
| 30D | -7.2% | -19.6% | +12.4% | -3.7% |
| 3M | +30.5% | -36.7% | +67.2% | +40.7% |
| 6M | +7.0% | -30.6% | +37.6% | +12.0% |
| YTD | -26.8% | -4.8% | -22.1% | -29.7% |
| 1Y | -42.6% | -13.1% | -29.5% | -43.9% |
| 3Y | -0.3% | +48.8% | -49.1% | -16.2% |
| All | -0.3% | +41.9% | -42.2% | -16.2% |
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