+98.6%
AMZN vs CAVA
+34.5%
+64.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.0% | +4.3% | -0.9% |
| 7D | -1.0% | -8.5% | +7.5% | +0.2% |
| 30D | -9.2% | -8.2% | -1.0% | -8.4% |
| 3M | +3.4% | -25.9% | +29.3% | +7.1% |
| 6M | +18.2% | -30.9% | +49.2% | +23.5% |
| YTD | +9.3% | -3.7% | +13.1% | +7.6% |
| 1Y | +5.9% | -13.4% | +19.4% | +5.5% |
| 3Y | +82.6% | +44.2% | +38.4% | +75.9% |
| All | +98.6% | +34.5% | +64.0% | +91.3% |
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