-33.8%
CAVA vs AU
+31.2%
-65.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.2% | -3.0% |
| 7D | -12.4% | -7.0% | -5.5% | -10.4% |
| 30D | -11.2% | +7.3% | -18.5% | -13.0% |
| 3M | -33.8% | +33.2% | -67.0% | -40.0% |
| All | -33.8% | +31.2% | -65.0% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3mo: compounded portfolio wealth divided by compounded AU 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…
3mo analysis · Full analysis span regression · Available span rolling