+27.6%
CAVA vs AGI
+197.4%
-169.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.3% |
| 7D | -8.0% | -2.7% | -5.3% | -7.5% |
| 30D | -19.6% | +7.2% | -26.8% | -20.8% |
| 3M | -36.7% | +4.3% | -40.9% | -37.4% |
| 6M | -30.6% | -27.1% | -3.5% | -26.7% |
| YTD | -4.8% | -6.6% | +1.8% | -5.9% |
| 1Y | -13.1% | +9.5% | -22.6% | -18.1% |
| 3Y | +48.8% | +208.4% | -159.7% | -8.1% |
| All | +27.6% | +197.4% | -169.7% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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