+37.9%
CAVA vs AMBA
-30.2%
+68.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.1% | -2.7% |
| 7D | +0.1% | -2.7% | +2.8% | +0.6% |
| 30D | +12.6% | -10.5% | +23.1% | +14.8% |
| 3M | -1.9% | -26.4% | +24.5% | +3.8% |
| 6M | -23.9% | -20.9% | -3.0% | -24.3% |
| YTD | +2.9% | -14.8% | +17.7% | -1.4% |
| 1Y | +21.6% | -36.1% | +57.7% | +25.7% |
| 3Y | +94.4% | +20.2% | +74.1% | +51.1% |
| All | +37.9% | -30.2% | +68.1% | +32.9% |
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