+43.8%
CAVA vs ACI
-45.8%
+89.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.2% | -4.4% |
| 7D | -12.4% | -7.1% | -5.4% | -12.5% |
| 30D | -11.2% | -4.5% | -6.7% | -11.2% |
| 3M | -33.8% | -22.3% | -11.5% | -33.8% |
| 6M | -32.5% | -28.4% | -4.1% | -32.4% |
| YTD | -8.0% | -29.5% | +21.5% | -8.9% |
| 1Y | -17.1% | -34.2% | +17.1% | -17.3% |
| All | +43.8% | -45.8% | +89.5% | +48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling