+66.9%
AMAT vs CAVA
+18.8%
+48.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.3% | -3.1% |
| 7D | +11.4% | -1.6% | +12.9% | +11.8% |
| 30D | -17.0% | +12.9% | -29.9% | -19.2% |
| 3M | -30.6% | -19.3% | -11.3% | -27.8% |
| 6M | -14.9% | -19.5% | +4.5% | -12.3% |
| YTD | +44.7% | -0.8% | +45.5% | +41.6% |
| 1Y | +66.9% | +20.8% | +46.1% | +55.2% |
| All | +66.9% | +18.8% | +48.1% | +55.2% |
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 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