+29.1%
CAVA vs ATI
+429.0%
-400.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.7% | -5.9% |
| 7D | -8.5% | +2.4% | -10.9% | -9.5% |
| 30D | -8.2% | -9.5% | +1.3% | -4.7% |
| 3M | -25.9% | +10.4% | -36.3% | -30.3% |
| 6M | -30.9% | +31.8% | -62.7% | -40.9% |
| YTD | -3.7% | +80.0% | -83.7% | -29.6% |
| 1Y | -13.4% | +175.8% | -189.3% | -49.3% |
| 3Y | +44.2% | +364.2% | -320.0% | -35.9% |
| All | +29.1% | +429.0% | -400.0% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling