+27.6%
CAVA vs AR
+85.2%
-57.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.9% |
| 7D | -8.0% | -2.5% | -5.5% | -7.6% |
| 30D | -19.6% | +2.5% | -22.1% | -20.1% |
| 3M | -36.7% | +12.3% | -49.0% | -38.5% |
| 6M | -30.6% | -3.1% | -27.5% | -30.8% |
| YTD | -4.8% | +11.5% | -16.3% | -9.1% |
| 1Y | -13.1% | +17.0% | -30.1% | -18.8% |
| 3Y | +48.8% | +47.3% | +1.5% | +39.6% |
| All | +27.6% | +85.2% | -57.6% | +9.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling