+311.3%
ARM vs CAVA
+67.1%
+244.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.8% | +4.1% |
| 7D | +11.4% | -1.5% | +12.9% | +11.9% |
| 30D | -7.4% | -3.7% | -3.8% | -6.9% |
| 3M | -24.5% | -18.3% | -6.2% | -20.0% |
| 6M | +128.7% | -23.5% | +152.1% | +146.0% |
| YTD | +139.3% | +2.5% | +136.8% | +126.1% |
| 1Y | +88.0% | -8.0% | +95.9% | +83.5% |
| All | +311.3% | +67.1% | +244.2% | +233.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling