+29.1%
CAVA vs AMBA
-20.4%
+49.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +8.4% | -14.4% | -7.8% |
| 7D | -8.5% | +2.5% | -11.0% | -9.2% |
| 30D | -8.2% | -16.1% | +7.9% | -4.8% |
| 3M | -25.9% | +4.6% | -30.6% | -29.0% |
| 6M | -30.9% | +29.2% | -60.1% | -39.7% |
| YTD | -3.7% | -2.9% | -0.8% | -9.6% |
| 1Y | -13.4% | -18.7% | +5.3% | -16.2% |
| 3Y | +44.2% | +14.9% | +29.4% | +15.1% |
| All | +29.1% | -20.4% | +49.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMBA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling