+352.5%
AAOI vs CAVA
-7.9%
+360.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.3% |
| 7D | -0.7% | -9.2% | +8.6% | +0.6% |
| 30D | -17.9% | -8.2% | -9.7% | -16.9% |
| 3M | -48.0% | -15.3% | -32.7% | -47.2% |
| 6M | +5.8% | -23.6% | +29.4% | +10.6% |
| YTD | +202.7% | +3.5% | +199.2% | +176.1% |
| 1Y | +352.5% | -7.9% | +360.4% | +360.4% |
| All | +352.5% | -7.9% | +360.5% | +360.4% |
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