+23.3%
CAVA vs AR
+88.8%
-65.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.6% | -4.5% |
| 7D | -12.4% | -1.3% | -11.1% | -12.2% |
| 30D | -11.2% | +3.5% | -14.7% | -11.9% |
| 3M | -33.8% | +9.9% | -43.7% | -35.4% |
| 6M | -32.5% | +4.5% | -37.1% | -34.0% |
| YTD | -8.0% | +13.7% | -21.7% | -12.5% |
| 1Y | -17.1% | +19.2% | -36.4% | -22.8% |
| 3Y | +37.8% | +46.2% | -8.3% | +29.6% |
| All | +23.3% | +88.8% | -65.4% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling