+27.6%
CAVA vs ATI
+409.1%
-381.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | -8.0% | -5.6% | -2.4% | -5.8% |
| 30D | -19.6% | -13.7% | -5.8% | -14.7% |
| 3M | -36.7% | -0.4% | -36.3% | -37.6% |
| 6M | -30.6% | +26.2% | -56.8% | -39.4% |
| YTD | -4.8% | +73.2% | -78.0% | -29.2% |
| 1Y | -13.1% | +161.6% | -174.7% | -47.9% |
| 3Y | +48.8% | +346.2% | -297.4% | -32.7% |
| All | +27.6% | +409.1% | -381.5% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling