+48.8%
CAVA vs AZO
+10.0%
+38.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.6% | +3.5% |
| 7D | -8.0% | -3.6% | -4.5% | -7.3% |
| 30D | -19.6% | -5.6% | -14.0% | -18.6% |
| 3M | -36.7% | -6.6% | -30.0% | -35.7% |
| 6M | -30.6% | -22.5% | -8.1% | -27.3% |
| YTD | -4.8% | -15.2% | +10.4% | -3.2% |
| 1Y | -13.1% | -33.9% | +20.8% | -4.9% |
| 3Y | +48.8% | +11.8% | +37.0% | +24.5% |
| All | +48.8% | +10.0% | +38.7% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling