+27.6%
CAVA vs AEE
+39.9%
-12.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -8.0% | -0.8% | -7.3% | -7.9% |
| 30D | -19.6% | -2.9% | -16.6% | -19.2% |
| 3M | -36.7% | -2.4% | -34.3% | -36.4% |
| 6M | -30.6% | -2.7% | -27.9% | -30.2% |
| YTD | -4.8% | +7.3% | -12.0% | -5.6% |
| 1Y | -13.1% | +7.5% | -20.7% | -14.2% |
| 3Y | +48.8% | +46.2% | +2.6% | +48.2% |
| All | +27.6% | +39.9% | -12.2% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling