+110.3%
ADI vs CAVA
+33.0%
+77.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.5% | +1.4% | +4.3% |
| 7D | +4.6% | -8.0% | +12.6% | +5.9% |
| 30D | -1.2% | -19.6% | +18.4% | +2.1% |
| 3M | -7.8% | -36.7% | +28.9% | -1.5% |
| 6M | +19.3% | -30.6% | +49.9% | +25.0% |
| YTD | +40.9% | -4.8% | +45.7% | +38.4% |
| 1Y | +54.5% | -13.1% | +67.6% | +53.4% |
| 3Y | +123.4% | +48.8% | +74.7% | +105.4% |
| All | +110.3% | +33.0% | +77.2% | +95.4% |
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 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