+38.8%
CAVA vs AMC
-94.5%
+133.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.3% | -5.8% | -1.8% |
| 7D | -9.2% | +2.3% | -11.5% | -9.4% |
| 30D | -8.2% | -0.7% | -7.4% | -8.2% |
| 3M | -15.3% | +35.2% | -50.5% | -17.6% |
| 6M | -23.6% | +124.6% | -148.2% | -28.6% |
| YTD | +3.5% | +69.9% | -66.3% | -1.7% |
| 1Y | -7.9% | -2.6% | -5.3% | -9.9% |
| 3Y | +38.7% | -79.8% | +118.4% | +45.2% |
| All | +38.8% | -94.5% | +133.3% | +57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling