-13.4%
CAVA vs ADVB
-3.0%
-10.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -5.3% | -0.7% | -6.3% |
| 7D | -8.5% | -13.0% | +4.5% | -9.1% |
| 30D | -8.2% | +7.5% | -15.7% | -7.8% |
| 3M | -25.9% | +129.1% | -155.0% | -20.9% |
| 6M | -30.9% | +71.7% | -102.6% | -26.3% |
| YTD | -3.7% | +45.5% | -49.3% | +1.2% |
| 1Y | -13.4% | -2.7% | -10.7% | -11.7% |
| All | -13.4% | -3.0% | -10.5% | -11.7% |
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