+102.7%
ADI vs CAVA
+34.5%
+68.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.0% | +6.6% | +1.5% |
| 7D | +2.6% | -8.5% | +11.2% | +4.0% |
| 30D | -4.6% | -8.2% | +3.6% | -3.7% |
| 3M | -9.5% | -25.9% | +16.4% | -5.8% |
| 6M | +14.8% | -30.9% | +45.8% | +20.4% |
| YTD | +35.8% | -3.7% | +39.5% | +33.2% |
| 1Y | +48.9% | -13.4% | +62.4% | +48.0% |
| 3Y | +115.6% | +44.2% | +71.3% | +98.7% |
| All | +102.7% | +34.5% | +68.1% | +88.0% |
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 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