+19.1%
CAVA vs AZO
-10.2%
+29.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | +1.4% | +5.5% | -4.1% | +0.4% |
| 30D | +14.0% | +14.2% | -0.2% | +11.6% |
| 3M | -9.3% | +7.9% | -17.2% | -10.6% |
| 6M | -33.6% | -6.6% | -27.0% | -34.6% |
| YTD | +2.2% | -2.4% | +4.7% | -1.8% |
| 1Y | +19.1% | -9.6% | +28.8% | +16.6% |
| All | +19.1% | -10.2% | +29.3% | +16.6% |
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