+19.9%
CAVA vs APA
+107.6%
-87.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.9% | +9.6% | +1.5% |
| 7D | +14.2% | -13.0% | +27.2% | +11.4% |
| 30D | +14.6% | +2.0% | +12.6% | +15.0% |
| 3M | -2.3% | +24.9% | -27.2% | +2.2% |
| 6M | -30.5% | +7.2% | -37.7% | -28.6% |
| YTD | +5.6% | +87.1% | -81.5% | +11.2% |
| 1Y | +19.9% | +107.2% | -87.3% | +26.5% |
| All | +19.9% | +107.6% | -87.7% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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