-41.8%
ACN vs CAVA
+28.6%
-70.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.4% | +5.6% | +1.6% |
| 7D | -7.9% | -12.4% | +4.6% | -6.8% |
| 30D | -1.1% | -11.2% | +10.1% | -0.1% |
| 3M | +5.6% | -33.8% | +39.4% | +9.0% |
| 6M | -9.9% | -32.5% | +22.6% | -7.4% |
| YTD | -32.3% | -8.0% | -24.3% | -32.8% |
| 1Y | -25.3% | -17.1% | -8.2% | -25.5% |
| 3Y | -42.3% | +37.8% | -80.1% | -45.5% |
| All | -41.8% | +28.6% | -70.3% | -45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling