+29.1%
CAVA vs AMC
-94.9%
+124.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.9% | -2.1% | -5.8% |
| 7D | -8.5% | -6.8% | -1.7% | -8.1% |
| 30D | -8.2% | +1.7% | -9.9% | -8.3% |
| 3M | -25.9% | +26.8% | -52.7% | -27.6% |
| 6M | -30.9% | +117.7% | -148.6% | -35.2% |
| YTD | -3.7% | +57.7% | -61.4% | -8.1% |
| 1Y | -13.4% | -12.5% | -1.0% | -14.7% |
| 3Y | +44.2% | -65.7% | +110.0% | +47.1% |
| All | +29.1% | -94.9% | +124.0% | +46.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling