+313.7%
AEM vs CAVA
+28.6%
+285.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.4% | +1.5% | -2.6% |
| 7D | -5.0% | -12.4% | +7.4% | -4.0% |
| 30D | +8.5% | -11.2% | +19.7% | +9.5% |
| 3M | +29.3% | -33.8% | +63.1% | +32.9% |
| 6M | -12.9% | -32.5% | +19.6% | -10.6% |
| YTD | +16.8% | -8.0% | +24.8% | +16.9% |
| 1Y | +29.8% | -17.1% | +47.0% | +30.4% |
| 3Y | +336.7% | +37.8% | +298.9% | +302.3% |
| All | +313.7% | +28.6% | +285.1% | +284.5% |
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