-13.1%
CAVA vs AG
+110.7%
-123.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.4% | +3.8% |
| 7D | -8.0% | -6.7% | -1.3% | -7.4% |
| 30D | -19.6% | +2.2% | -21.7% | -19.8% |
| 3M | -36.7% | +15.7% | -52.4% | -37.7% |
| 6M | -30.6% | -23.8% | -6.8% | -29.5% |
| YTD | -4.8% | +17.6% | -22.4% | -7.4% |
| 1Y | -13.1% | +88.6% | -101.7% | -20.2% |
| All | -13.1% | +110.7% | -123.9% | -20.2% |
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