-30.9%
CAVA vs AMRZ
-27.5%
-3.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.3% | -3.7% | -5.1% |
| 7D | -8.5% | -4.7% | -3.9% | -6.9% |
| 30D | -8.2% | -11.3% | +3.0% | -4.2% |
| 3M | -25.9% | -22.1% | -3.9% | -18.9% |
| 6M | -30.9% | -29.6% | -1.3% | -20.5% |
| All | -30.9% | -27.5% | -3.4% | -20.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling