-13.4%
CAVA vs AMC
-12.8%
-0.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.9% | -2.1% | -5.6% |
| 7D | -8.5% | -6.8% | -1.7% | -7.8% |
| 30D | -8.2% | +1.7% | -9.9% | -8.4% |
| 3M | -25.9% | +26.8% | -52.7% | -28.6% |
| 6M | -30.9% | +117.7% | -148.6% | -40.8% |
| YTD | -3.7% | +57.7% | -61.4% | -13.5% |
| 1Y | -13.4% | -12.5% | -1.0% | -16.3% |
| All | -13.4% | -12.8% | -0.7% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 1y: compounded portfolio wealth divided by compounded AMC 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…
1y analysis · Full analysis span regression · 6 months rolling