+19.9%
CAVA vs AON
+2.1%
+17.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.4% | -1.6% | +1.4% |
| 7D | +14.2% | +9.4% | +4.8% | +11.3% |
| 30D | +14.6% | +27.0% | -12.5% | +7.7% |
| 3M | -2.3% | -3.1% | +0.8% | -3.2% |
| 6M | -30.5% | +10.0% | -40.5% | -32.4% |
| YTD | +5.6% | -1.6% | +7.2% | +4.3% |
| 1Y | +19.9% | +0.9% | +19.0% | +17.6% |
| All | +19.9% | +2.1% | +17.8% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 1y: compounded portfolio wealth divided by compounded AON 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…
1y analysis · Full analysis span regression · 6 months rolling