+23.0%
CAVA vs AS
+120.4%
-97.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.6% | -5.1% | -2.5% |
| 7D | -9.2% | -4.9% | -4.3% | -7.9% |
| 30D | -8.2% | -19.6% | +11.4% | -2.4% |
| 3M | -15.3% | -14.4% | -0.9% | -11.7% |
| 6M | -23.6% | -20.1% | -3.5% | -19.1% |
| YTD | +3.5% | -20.9% | +24.5% | +9.7% |
| 1Y | -7.9% | -21.9% | +14.0% | -2.8% |
| All | +23.0% | +120.4% | -97.4% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 all: compounded portfolio wealth divided by compounded AS 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…
all analysis · Full analysis span regression · 6 months rolling