+19.9%
CAVA vs AG
+29.4%
-9.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.1% | -6.4% | +1.5% |
| 7D | +14.2% | -2.6% | +16.8% | +14.5% |
| 30D | +14.6% | -12.1% | +26.7% | +16.3% |
| 3M | -2.3% | -6.6% | +4.3% | -1.5% |
| 6M | -30.5% | -20.5% | -10.1% | -29.7% |
| YTD | +5.6% | -7.4% | +13.0% | +4.3% |
| 1Y | +19.9% | +33.4% | -13.5% | +12.9% |
| All | +19.9% | +29.4% | -9.5% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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