-27.2%
CAVA vs ADVB
-88.8%
+61.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | -1.1% |
| 7D | -1.5% | -14.0% | +12.4% | -1.9% |
| 30D | -3.7% | +41.0% | -44.6% | -2.7% |
| 3M | -18.3% | +127.9% | -146.2% | -16.1% |
| 6M | -23.5% | +101.3% | -124.8% | -21.6% |
| YTD | +2.5% | +53.8% | -51.3% | +4.7% |
| 1Y | -8.0% | +4.4% | -12.4% | -6.6% |
| All | -27.2% | -88.8% | +61.5% | -10.2% |
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