+37.9%
CAVA vs AVAV
+30.7%
+7.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.7% |
| 7D | +0.1% | 0.0% | +0.2% | -0.2% |
| 30D | +12.6% | -9.9% | +22.5% | +14.2% |
| 3M | -1.9% | -34.7% | +32.8% | +5.0% |
| 6M | -23.9% | -26.6% | +2.7% | -21.9% |
| YTD | +2.9% | -48.9% | +51.8% | +12.1% |
| 1Y | +21.6% | -63.0% | +84.6% | +41.5% |
| 3Y | +94.4% | +1.6% | +92.8% | +73.2% |
| All | +37.9% | +30.7% | +7.3% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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