+48.8%
CAVA vs AU
+577.5%
-528.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.4% |
| 7D | -8.0% | -4.3% | -3.8% | -7.4% |
| 30D | -19.6% | +7.3% | -26.9% | -20.4% |
| 3M | -36.7% | +26.3% | -63.0% | -38.8% |
| 6M | -30.6% | +1.8% | -32.3% | -31.5% |
| YTD | -4.8% | +26.8% | -31.6% | -9.0% |
| 1Y | -13.1% | +66.7% | -79.8% | -20.6% |
| 3Y | +48.8% | +579.1% | -530.3% | +3.4% |
| All | +48.8% | +577.5% | -528.7% | +3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling