-41.4%
ACN vs CAVA
+43.2%
-84.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -4.0% |
| 7D | -4.8% | -1.5% | -3.3% | -4.7% |
| 30D | +1.9% | -3.7% | +5.5% | +2.1% |
| 3M | +3.9% | -18.3% | +22.2% | +5.2% |
| 6M | -15.0% | -23.5% | +8.5% | -13.6% |
| YTD | -31.9% | +2.5% | -34.4% | -33.0% |
| 1Y | -28.5% | -8.0% | -20.5% | -29.3% |
| 3Y | -41.9% | +53.5% | -95.4% | -45.7% |
| All | -41.4% | +43.2% | -84.6% | -45.1% |
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