-24.6%
CAVA vs ADVB
-97.4%
+72.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.5% | +1.9% | +5.5% |
| 7D | +0.5% | -1.2% | +1.7% | +0.5% |
| 30D | +16.2% | -61.4% | +77.6% | +13.4% |
| 3M | -0.1% | -67.8% | +67.7% | -2.8% |
| 6M | -21.5% | -66.9% | +45.4% | -22.2% |
| YTD | +6.2% | -64.9% | +71.1% | +4.6% |
| 1Y | +28.2% | -74.8% | +102.9% | +26.2% |
| All | -24.6% | -97.4% | +72.9% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling