-7.9%
CAVA vs AEE
+8.8%
-16.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.5% | -1.5% |
| 7D | -9.2% | +0.3% | -9.6% | -9.2% |
| 30D | -8.2% | -2.3% | -5.9% | -8.1% |
| 3M | -15.3% | +0.2% | -15.5% | -14.8% |
| 6M | -23.6% | -4.7% | -18.8% | -23.7% |
| YTD | +3.5% | +8.1% | -4.6% | +8.6% |
| 1Y | -7.9% | +8.5% | -16.4% | -2.7% |
| All | -7.9% | +8.8% | -16.7% | -2.7% |
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