+61.0%
AA vs CAVA
-7.9%
+68.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -2.0% |
| 7D | -0.7% | -9.2% | +8.5% | +0.2% |
| 30D | +5.0% | -8.2% | +13.2% | +5.8% |
| 3M | -35.8% | -15.3% | -20.5% | -34.9% |
| 6M | -18.4% | -23.6% | +5.2% | -16.2% |
| YTD | -5.5% | +3.5% | -9.0% | -10.5% |
| 1Y | +61.0% | -7.9% | +68.8% | +51.5% |
| All | +61.0% | -7.9% | +68.9% | +51.5% |
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