-28.2%
CAVA vs AMRZ
-20.3%
-8.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.1% |
| 7D | -12.4% | -8.1% | -4.3% | -10.5% |
| 30D | -11.2% | -14.8% | +3.6% | -7.6% |
| 3M | -33.8% | -19.7% | -14.0% | -30.0% |
| 6M | -32.5% | -30.8% | -1.7% | -27.2% |
| YTD | -8.0% | -24.3% | +16.3% | -3.4% |
| 1Y | -17.1% | -24.0% | +6.9% | -16.8% |
| All | -28.2% | -20.3% | -8.0% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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