+37.4%
CAVA vs AMBA
-26.6%
+64.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -2.0% | -1.2% |
| 7D | -1.5% | -6.4% | +4.9% | -0.2% |
| 30D | -3.7% | -26.8% | +23.2% | +3.0% |
| 3M | -18.3% | -7.6% | -10.7% | -19.3% |
| 6M | -23.5% | +21.2% | -44.7% | -32.2% |
| YTD | +2.5% | -10.4% | +12.9% | -2.0% |
| 1Y | -8.0% | -24.4% | +16.5% | -9.4% |
| 3Y | +53.5% | +6.0% | +47.5% | +24.8% |
| All | +37.4% | -26.6% | +64.0% | +32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling