+29.1%
CAVA vs AEE
+41.7%
-12.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.6% | -6.0% |
| 7D | -8.5% | +1.1% | -9.6% | -8.7% |
| 30D | -8.2% | 0.0% | -8.2% | -8.2% |
| 3M | -25.9% | -0.9% | -25.0% | -25.8% |
| 6M | -30.9% | -2.4% | -28.5% | -30.6% |
| YTD | -3.7% | +8.6% | -12.4% | -4.8% |
| 1Y | -13.4% | +10.2% | -23.6% | -14.8% |
| 3Y | +44.2% | +47.8% | -3.6% | +43.5% |
| All | +29.1% | +41.7% | -12.6% | +27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling