-13.1%
CAVA vs ACI
-32.3%
+19.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.2% | +0.2% | +3.7% |
| 7D | -8.0% | -3.7% | -4.3% | -8.4% |
| 30D | -19.6% | +0.6% | -20.1% | -19.5% |
| 3M | -36.7% | -20.3% | -16.4% | -37.8% |
| 6M | -30.6% | -24.7% | -5.9% | -32.1% |
| YTD | -4.8% | -27.2% | +22.4% | -9.9% |
| 1Y | -13.1% | -32.7% | +19.6% | -19.5% |
| All | -13.1% | -32.3% | +19.2% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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