+314.7%
AMD vs CAVA
+43.8%
+270.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.1% | +12.6% | +14.3% |
| 7D | +6.5% | +0.1% | +6.3% | +6.6% |
| 30D | -15.3% | +12.6% | -27.9% | -17.5% |
| 3M | +9.7% | -1.9% | +11.7% | +9.2% |
| 6M | +13.2% | -23.9% | +37.1% | +17.7% |
| YTD | +140.6% | +2.9% | +137.7% | +127.1% |
| 1Y | +111.2% | +21.6% | +89.6% | +89.4% |
| 3Y | +334.4% | +94.4% | +240.1% | +274.2% |
| All | +314.7% | +43.8% | +270.9% | +271.5% |
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 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