+307.1%
AMD vs CAVA
+43.2%
+263.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.1% |
| 7D | +10.0% | -1.5% | +11.6% | +10.4% |
| 30D | +4.6% | -3.7% | +8.3% | +5.1% |
| 3M | +3.1% | -18.3% | +21.5% | +6.3% |
| 6M | +162.8% | -23.5% | +186.3% | +173.1% |
| YTD | +136.2% | +2.5% | +133.7% | +124.2% |
| 1Y | +234.0% | -8.0% | +242.0% | +224.2% |
| 3Y | +376.7% | +53.5% | +323.2% | +324.4% |
| All | +307.1% | +43.2% | +263.9% | +266.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling