+319.4%
AMD vs CAVA
+34.5%
+284.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.0% | +9.1% | +4.3% |
| 7D | +14.0% | -8.5% | +22.6% | +16.0% |
| 30D | +11.0% | -8.2% | +19.2% | +12.5% |
| 3M | +9.6% | -25.9% | +35.5% | +15.3% |
| 6M | +157.1% | -30.9% | +188.0% | +172.9% |
| YTD | +143.3% | -3.7% | +147.0% | +133.8% |
| 1Y | +234.4% | -13.4% | +247.9% | +228.4% |
| 3Y | +391.2% | +44.2% | +347.0% | +342.6% |
| All | +319.4% | +34.5% | +284.9% | +282.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling