-32.7%
APP vs CAVA
+13.5%
-46.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -1.9% |
| 7D | +10.6% | -4.4% | +15.0% | +11.6% |
| 30D | +44.6% | +8.2% | +36.3% | +41.1% |
| 3M | +29.6% | -17.4% | +47.0% | +34.3% |
| 6M | -19.8% | -25.7% | +5.9% | -15.9% |
| YTD | -41.6% | -2.3% | -39.3% | -41.9% |
| 1Y | -32.7% | +17.6% | -50.3% | -34.1% |
| All | -32.7% | +13.5% | -46.2% | -34.1% |
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