+284.4%
AMD vs CAVA
+44.7%
+239.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.5% | +6.2% | +5.0% |
| 7D | +2.6% | -9.2% | +11.8% | +4.6% |
| 30D | -0.9% | -8.2% | +7.2% | +0.5% |
| 3M | -8.7% | -15.3% | +6.6% | -6.7% |
| 6M | +136.3% | -23.6% | +159.9% | +145.8% |
| YTD | +123.0% | +3.5% | +119.5% | +111.3% |
| 1Y | +195.2% | -7.9% | +203.1% | +186.6% |
| 3Y | +336.3% | +38.7% | +297.7% | +293.0% |
| All | +284.4% | +44.7% | +239.7% | +245.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling