+10.8%
AEP vs CAVA
+19.2%
-8.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.2% | -0.5% |
| 7D | +0.8% | +14.2% | -13.4% | +0.8% |
| 30D | +7.9% | +14.6% | -6.6% | +8.0% |
| 3M | +1.5% | -2.3% | +3.8% | +1.4% |
| 6M | -2.6% | -30.5% | +27.9% | -2.9% |
| YTD | +14.7% | +5.6% | +9.0% | +16.5% |
| 1Y | +10.8% | +19.9% | -9.1% | +13.3% |
| All | +10.8% | +19.2% | -8.4% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling