+19.9%
CAVA vs AEE
+13.9%
+6.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +2.2% |
| 7D | +14.2% | +4.7% | +9.5% | +13.2% |
| 30D | +14.6% | +13.4% | +1.1% | +11.9% |
| 3M | -2.3% | +4.1% | -6.4% | -3.1% |
| 6M | -30.5% | +2.0% | -32.5% | -30.8% |
| YTD | +5.6% | +15.6% | -10.0% | +7.2% |
| 1Y | +19.9% | +14.1% | +5.8% | +21.6% |
| All | +19.9% | +13.9% | +6.0% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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