-30.9%
CAVA vs AIG
-3.0%
-27.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.5% | -6.5% | -6.1% |
| 7D | -8.5% | -1.4% | -7.1% | -8.3% |
| 30D | -8.2% | -3.3% | -4.9% | -7.7% |
| 3M | -25.9% | +2.2% | -28.1% | -26.9% |
| 6M | -30.9% | -2.1% | -28.8% | -29.7% |
| All | -30.9% | -3.0% | -27.9% | -29.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling