+22.5%
ACHR vs CAVA
+28.6%
-6.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | +0.6% |
| 7D | -5.4% | -12.4% | +7.1% | -1.1% |
| 30D | -19.7% | -11.2% | -8.5% | -17.1% |
| 3M | +7.9% | -33.8% | +41.7% | +21.6% |
| 6M | -13.8% | -32.5% | +18.8% | -5.0% |
| YTD | -27.5% | -8.0% | -19.5% | -31.3% |
| 1Y | -33.9% | -17.1% | -16.8% | -35.2% |
| 3Y | -20.0% | +37.8% | -57.8% | -33.4% |
| All | +22.5% | +28.6% | -6.1% | +14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling