+21.4%
CAVA vs ADVB
-73.0%
+94.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.0% | -10.9% | -0.6% |
| 7D | -3.5% | +10.5% | -14.0% | -3.1% |
| 30D | +13.8% | -56.0% | +69.8% | +10.4% |
| 3M | -1.7% | -70.1% | +68.5% | -5.7% |
| 6M | -25.2% | -53.7% | +28.5% | -25.1% |
| YTD | +1.9% | -60.3% | +62.2% | +0.5% |
| 1Y | +21.4% | -73.1% | +94.6% | +14.8% |
| All | +21.4% | -73.0% | +94.4% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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