+20.8%
CAVA vs AR
+11.3%
+9.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.6% |
| 7D | -1.6% | +7.4% | -8.9% | -0.1% |
| 30D | +12.9% | +5.8% | +7.1% | +13.9% |
| 3M | -19.3% | +5.2% | -24.5% | -18.6% |
| 6M | -19.5% | +5.4% | -24.9% | -18.0% |
| YTD | -0.8% | +12.4% | -13.2% | +1.7% |
| 1Y | +20.8% | +12.8% | +8.0% | +23.6% |
| All | +20.8% | +11.3% | +9.5% | +23.6% |
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