+27.6%
CAVA vs ARES
+55.1%
-27.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.1% |
| 7D | -8.0% | -6.1% | -2.0% | -4.8% |
| 30D | -19.6% | -7.5% | -12.0% | -16.1% |
| 3M | -36.7% | +0.1% | -36.8% | -37.4% |
| 6M | -30.6% | +30.3% | -60.9% | -41.9% |
| YTD | -4.8% | -16.6% | +11.8% | +3.5% |
| 1Y | -13.1% | -26.1% | +13.0% | +1.2% |
| 3Y | +48.8% | +36.4% | +12.3% | +27.8% |
| All | +27.6% | +55.1% | -27.5% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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