-7.9%
CAVA vs AZO
-28.9%
+21.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.5% |
| 7D | -9.2% | +0.7% | -10.0% | -9.3% |
| 30D | -8.2% | -2.7% | -5.5% | -8.0% |
| 3M | -15.3% | -3.2% | -12.1% | -15.0% |
| 6M | -23.6% | -19.7% | -3.9% | -25.2% |
| YTD | +3.5% | -12.0% | +15.6% | +1.6% |
| 1Y | -7.9% | -29.5% | +21.6% | -13.8% |
| All | -7.9% | -28.9% | +21.0% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling