+33.0%
CAVA vs AVAV
+24.3%
+8.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.3% | +2.0% |
| 7D | -1.6% | +4.2% | -5.8% | -2.3% |
| 30D | +12.9% | -2.6% | +15.4% | +13.0% |
| 3M | -19.3% | -38.0% | +18.6% | -12.8% |
| 6M | -19.5% | -27.0% | +7.5% | -17.4% |
| YTD | -0.8% | -51.4% | +50.6% | +9.0% |
| 1Y | +20.8% | -60.2% | +81.0% | +38.1% |
| 3Y | +85.7% | -6.7% | +92.3% | +68.0% |
| All | +33.0% | +24.3% | +8.7% | +16.2% |
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