-8.8%
AAL vs CAVA
+37.2%
-46.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.7% | +0.4% |
| 7D | -0.9% | -12.4% | +11.5% | +2.2% |
| 30D | -16.0% | -11.2% | -4.8% | -14.1% |
| 3M | -4.2% | -33.8% | +29.5% | +4.8% |
| 6M | +15.7% | -32.5% | +48.2% | +25.4% |
| YTD | -16.2% | -8.0% | -8.2% | -16.5% |
| 1Y | +0.2% | -17.1% | +17.4% | +1.5% |
| All | -8.8% | +37.2% | -46.0% | -14.5% |
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 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