+33.0%
CAVA vs AG
+150.4%
-117.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +4.0% | +1.9% |
| 7D | -1.6% | -10.0% | +8.4% | -0.1% |
| 30D | +12.9% | -10.5% | +23.4% | +14.5% |
| 3M | -19.3% | -27.3% | +7.9% | -16.2% |
| 6M | -19.5% | -43.0% | +23.5% | -14.4% |
| YTD | -0.8% | -17.9% | +17.1% | -0.8% |
| 1Y | +20.8% | +11.9% | +8.9% | +15.6% |
| 3Y | +85.7% | +201.8% | -116.1% | +35.8% |
| All | +33.0% | +150.4% | -117.4% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling