-26.6%
CAVA vs AAOX
-89.3%
+62.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -15.0% | +17.7% | +2.8% |
| 7D | +14.2% | -50.3% | +64.5% | +14.4% |
| 30D | +14.6% | -79.8% | +94.4% | +15.3% |
| 3M | -2.3% | -85.9% | +83.6% | -1.7% |
| 6M | -30.5% | -95.7% | +65.2% | -31.0% |
| All | -26.6% | -89.3% | +62.7% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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