+1,604.1%
APP vs CAVA
+43.8%
+1,560.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -2.5% |
| 7D | +61.1% | +0.1% | +61.0% | +60.7% |
| 30D | +42.8% | +12.6% | +30.2% | +36.3% |
| 3M | +16.7% | -1.9% | +18.6% | +15.0% |
| 6M | -15.6% | -23.9% | +8.4% | -10.4% |
| YTD | -41.3% | +2.9% | -44.2% | -44.9% |
| 1Y | -39.3% | +21.6% | -60.9% | -46.7% |
| 3Y | +803.2% | +94.4% | +708.8% | +754.7% |
| All | +1,604.1% | +43.8% | +1,560.3% | +1,585.2% |
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