+31.0%
CAVA vs AMBA
-29.4%
+60.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.6% |
| 7D | -4.4% | +10.7% | -15.1% | -6.4% |
| 30D | +8.2% | -5.0% | +13.3% | +9.0% |
| 3M | -17.4% | -26.9% | +9.5% | -12.5% |
| 6M | -25.7% | -21.9% | -3.8% | -25.7% |
| YTD | -2.3% | -13.8% | +11.5% | -6.6% |
| 1Y | +17.6% | -36.1% | +53.7% | +21.8% |
| 3Y | +84.6% | +21.6% | +62.9% | +43.1% |
| All | +31.0% | -29.4% | +60.4% | +25.9% |
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