+23.3%
CAVA vs AGI
+195.3%
-172.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.3% | -1.1% | -3.7% |
| 7D | -12.4% | -5.3% | -7.2% | -11.4% |
| 30D | -11.2% | +6.8% | -18.0% | -12.4% |
| 3M | -33.8% | +8.3% | -42.1% | -35.0% |
| 6M | -32.5% | -29.2% | -3.3% | -28.3% |
| YTD | -8.0% | -7.3% | -0.7% | -9.0% |
| 1Y | -17.1% | +8.0% | -25.2% | -21.7% |
| 3Y | +37.8% | +206.6% | -168.7% | -14.8% |
| All | +23.3% | +195.3% | -172.0% | -21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling