+29.1%
CAVA vs AON
-3.7%
+32.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.5% | -2.5% | -5.1% |
| 7D | -8.5% | -7.9% | -0.6% | -6.4% |
| 30D | -8.2% | -14.6% | +6.4% | -4.3% |
| 3M | -25.9% | -7.9% | -18.0% | -24.4% |
| 6M | -30.9% | -8.0% | -22.9% | -29.6% |
| YTD | -3.7% | -13.2% | +9.5% | -0.5% |
| 1Y | -13.4% | -16.4% | +3.0% | -9.6% |
| 3Y | +44.2% | -6.7% | +50.9% | +50.3% |
| All | +29.1% | -3.7% | +32.8% | +32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling