+29.1%
CAVA vs AIG
+45.9%
-16.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.5% | -6.5% | -6.2% |
| 7D | -8.5% | -1.4% | -7.1% | -8.0% |
| 30D | -8.2% | -3.3% | -4.9% | -7.0% |
| 3M | -25.9% | +2.2% | -28.1% | -27.0% |
| 6M | -30.9% | -2.1% | -28.8% | -30.7% |
| YTD | -3.7% | -11.2% | +7.5% | +0.6% |
| 1Y | -13.4% | -2.1% | -11.3% | -14.7% |
| 3Y | +44.2% | +34.4% | +9.9% | +19.4% |
| All | +29.1% | +45.9% | -16.8% | +11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling