-44.5%
APP vs CAVA
-16.9%
-27.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.4% | +7.5% | +4.0% |
| 7D | +0.3% | -12.4% | +12.7% | +2.9% |
| 30D | -1.3% | -11.2% | +9.9% | +0.4% |
| 3M | -36.2% | -33.8% | -2.4% | -31.3% |
| 6M | -34.1% | -32.5% | -1.6% | -29.8% |
| YTD | -53.3% | -8.0% | -45.3% | -51.6% |
| 1Y | -44.5% | -17.1% | -27.4% | -46.5% |
| All | -44.5% | -16.9% | -27.6% | -46.5% |
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 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