-25.7%
CAVA vs AMRZ
-20.1%
-5.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | -8.0% | -7.5% | -0.5% | -6.1% |
| 30D | -19.6% | -12.4% | -7.2% | -16.8% |
| 3M | -36.7% | -22.4% | -14.3% | -32.6% |
| 6M | -30.6% | -29.5% | -1.1% | -25.3% |
| YTD | -4.8% | -24.1% | +19.4% | -0.1% |
| 1Y | -13.1% | -26.3% | +13.1% | -14.4% |
| All | -25.7% | -20.1% | -5.6% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling