+29.3%
ADM vs CAVA
+33.0%
-3.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.2% |
| 7D | +2.5% | -8.0% | +10.5% | +2.4% |
| 30D | +9.5% | -19.6% | +29.0% | +9.2% |
| 3M | +10.6% | -36.7% | +47.3% | +10.3% |
| 6M | +24.0% | -30.6% | +54.6% | +23.7% |
| YTD | +54.0% | -4.8% | +58.7% | +53.1% |
| 1Y | +45.3% | -13.1% | +58.4% | +44.5% |
| 3Y | +21.8% | +48.8% | -27.0% | +23.9% |
| All | +29.3% | +33.0% | -3.8% | +32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling