+27.6%
CAVA vs AON
-4.3%
+31.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.1% | +3.9% |
| 7D | -8.0% | -6.3% | -1.7% | -6.4% |
| 30D | -19.6% | -14.1% | -5.5% | -16.2% |
| 3M | -36.7% | -9.5% | -27.2% | -35.1% |
| 6M | -30.6% | -4.0% | -26.6% | -30.1% |
| YTD | -4.8% | -13.8% | +9.0% | -1.5% |
| 1Y | -13.1% | -18.3% | +5.2% | -8.6% |
| 3Y | +48.8% | -7.2% | +56.0% | +55.2% |
| All | +27.6% | -4.3% | +31.9% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling