-3.6%
CAVA vs AMDL
+119.6%
-123.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +14.3% | -15.3% | -2.2% |
| 7D | -3.5% | +18.5% | -22.0% | -6.0% |
| 30D | +13.8% | -24.2% | +38.0% | +14.4% |
| 3M | -1.7% | +11.5% | -13.1% | -5.6% |
| 6M | -25.2% | -1.0% | -24.2% | -30.5% |
| YTD | +1.9% | +260.3% | -258.4% | -25.6% |
| 1Y | +21.4% | +178.2% | -156.7% | -8.5% |
| All | -3.6% | +119.6% | -123.2% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 3y: compounded portfolio wealth divided by compounded AMDL 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…
3y analysis · Full analysis span regression · 6 months rolling