-13.1%
CAVA vs AR
+18.5%
-31.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.3% |
| 7D | -8.0% | -2.5% | -5.5% | -8.2% |
| 30D | -19.6% | +2.5% | -22.1% | -19.4% |
| 3M | -36.7% | +12.3% | -49.0% | -36.3% |
| 6M | -30.6% | -3.1% | -27.5% | -30.3% |
| YTD | -4.8% | +11.5% | -16.3% | -6.0% |
| 1Y | -13.1% | +17.0% | -30.1% | -16.1% |
| All | -13.1% | +18.5% | -31.6% | -16.1% |
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