-7.9%
CAVA vs AR
+22.7%
-30.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.5% |
| 7D | -9.2% | +2.5% | -11.7% | -9.0% |
| 30D | -8.2% | +14.8% | -23.0% | -7.5% |
| 3M | -15.3% | +6.2% | -21.5% | -14.5% |
| 6M | -23.6% | +4.3% | -27.9% | -23.7% |
| YTD | +3.5% | +14.4% | -10.8% | +2.4% |
| 1Y | -7.9% | +21.3% | -29.2% | -11.5% |
| All | -7.9% | +22.7% | -30.5% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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