-7.9%
CAVA vs AG
+125.2%
-133.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.3% |
| 7D | -9.2% | +1.0% | -10.2% | -9.3% |
| 30D | -8.2% | +19.2% | -27.4% | -9.7% |
| 3M | -15.3% | +6.2% | -21.5% | -16.3% |
| 6M | -23.6% | -26.7% | +3.1% | -22.2% |
| YTD | +3.5% | +26.1% | -22.6% | +0.5% |
| 1Y | -7.9% | +131.7% | -139.5% | -14.1% |
| All | -7.9% | +125.2% | -133.1% | -14.1% |
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