+261.4%
AMD vs CAVA
+40.8%
+220.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.4% | +12.5% | +11.3% |
| 7D | -11.0% | +0.7% | -11.7% | -11.2% |
| 30D | -30.5% | +13.6% | -44.1% | -32.5% |
| 3M | -8.2% | -4.9% | -3.3% | -8.1% |
| 6M | +6.6% | -33.9% | +40.5% | +14.1% |
| YTD | +109.7% | +0.8% | +108.9% | +98.6% |
| 1Y | +88.9% | +27.0% | +62.0% | +67.0% |
| 3Y | +301.8% | +73.1% | +228.8% | +252.7% |
| All | +261.4% | +40.8% | +220.6% | +225.0% |
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