+27.6%
CAVA price history and return analytics
+76.0%
-48.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +1.9% |
| 7D | -8.0% | -1.1% | -6.9% | -6.1% |
| 30D | -19.6% | -1.0% | -18.6% | -17.9% |
| 3M | -36.7% | +3.2% | -39.8% | -40.2% |
| 6M | -30.6% | +12.5% | -43.1% | -44.8% |
| YTD | -4.8% | +14.1% | -18.8% | -25.7% |
| 1Y | -13.1% | +18.9% | -32.0% | -37.3% |
| 3Y | +48.8% | +74.1% | -25.3% | -46.9% |
| All | +27.6% | +76.0% | -48.4% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling