+9.7%
AMZN vs CAVA
-7.9%
+17.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | 0.0% |
| 7D | -3.0% | -9.2% | +6.3% | -2.1% |
| 30D | -5.2% | -8.2% | +3.0% | -4.5% |
| 3M | +1.9% | -15.3% | +17.2% | +3.2% |
| 6M | +19.2% | -23.6% | +42.8% | +22.3% |
| YTD | +12.0% | +3.5% | +8.5% | +10.1% |
| 1Y | +9.7% | -7.9% | +17.6% | +8.9% |
| All | +9.7% | -7.9% | +17.6% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling