+16.9%
AEP vs CAVA
-14.0%
+31.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.1% |
| 7D | -0.9% | -8.0% | +7.1% | -1.0% |
| 30D | -1.1% | -19.6% | +18.5% | -1.2% |
| 3M | -3.3% | -36.7% | +33.4% | -3.7% |
| 6M | -4.6% | -30.6% | +25.9% | -4.9% |
| YTD | +9.4% | -4.8% | +14.2% | +11.2% |
| 1Y | +16.9% | -13.1% | +30.1% | +18.4% |
| All | +16.9% | -14.0% | +31.0% | +18.4% |
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