+29.1%
CAVA vs APTV
-55.6%
+84.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.7% | -3.4% | -5.3% |
| 7D | -8.5% | -1.2% | -7.4% | -8.3% |
| 30D | -8.2% | -10.6% | +2.4% | -5.4% |
| 3M | -25.9% | -35.0% | +9.1% | -16.8% |
| 6M | -30.9% | -38.9% | +8.0% | -21.6% |
| YTD | -3.7% | -41.5% | +37.8% | +10.3% |
| 1Y | -13.4% | -45.8% | +32.4% | +1.9% |
| 3Y | +44.2% | -55.7% | +99.9% | +79.6% |
| All | +29.1% | -55.6% | +84.6% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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