+338.7%
AEM vs CAVA
+41.9%
+296.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.5% | -1.6% | +1.6% |
| 7D | -2.1% | -8.0% | +5.9% | -1.5% |
| 30D | +8.4% | -19.6% | +28.0% | +10.2% |
| 3M | +27.3% | -36.7% | +64.0% | +31.0% |
| 6M | -9.7% | -30.6% | +20.9% | -7.6% |
| YTD | +19.0% | -4.8% | +23.7% | +18.9% |
| 1Y | +31.5% | -13.1% | +44.6% | +31.7% |
| 3Y | +338.7% | +48.8% | +289.9% | +291.9% |
| All | +338.7% | +41.9% | +296.8% | +291.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling