+48.8%
CAVA vs AEIS
+173.7%
-124.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.9% | -1.5% | +1.9% |
| 7D | -8.0% | +2.3% | -10.3% | -8.7% |
| 30D | -19.6% | -14.8% | -4.7% | -15.8% |
| 3M | -36.7% | -15.6% | -21.1% | -35.0% |
| 6M | -30.6% | -8.7% | -21.9% | -32.5% |
| YTD | -4.8% | +37.3% | -42.1% | -23.9% |
| 1Y | -13.1% | +80.3% | -93.5% | -40.5% |
| 3Y | +48.8% | +177.9% | -129.2% | -25.7% |
| All | +48.8% | +173.7% | -124.9% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 3y: compounded portfolio wealth divided by compounded AEIS 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…
3y analysis · Full analysis span regression · 6 months rolling