+23.3%
CAVA vs ATI
+409.7%
-386.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.7% | -0.8% | -2.9% |
| 7D | -12.4% | -2.7% | -9.7% | -11.4% |
| 30D | -11.2% | -13.5% | +2.3% | -5.9% |
| 3M | -33.8% | +8.5% | -42.3% | -37.2% |
| 6M | -32.5% | +25.2% | -57.7% | -40.9% |
| YTD | -8.0% | +73.4% | -81.4% | -31.6% |
| 1Y | -17.1% | +160.5% | -177.6% | -50.2% |
| 3Y | +37.8% | +347.3% | -309.5% | -37.7% |
| All | +23.3% | +409.7% | -386.4% | -45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling