+48.8%
CAVA vs AIG
+33.9%
+14.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.3% |
| 7D | -8.0% | -1.2% | -6.9% | -7.6% |
| 30D | -19.6% | -1.1% | -18.5% | -19.2% |
| 3M | -36.7% | +0.7% | -37.4% | -37.2% |
| 6M | -30.6% | -2.2% | -28.4% | -30.3% |
| YTD | -4.8% | -10.8% | +6.1% | -0.7% |
| 1Y | -13.1% | -2.0% | -11.1% | -14.4% |
| 3Y | +48.8% | +34.8% | +13.9% | +21.0% |
| All | +48.8% | +33.9% | +14.9% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 3y: compounded portfolio wealth divided by compounded AIG 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…
3y analysis · Full analysis span regression · 6 months rolling