+19.9%
CAVA vs CAG
-6.8%
+26.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.0% | -3.2% | +1.7% |
| 7D | +14.2% | +9.7% | +4.6% | +12.5% |
| 30D | +14.6% | +15.8% | -1.2% | +11.9% |
| 3M | -2.3% | +1.8% | -4.1% | -2.5% |
| 6M | -30.5% | +11.5% | -42.0% | -31.6% |
| YTD | +5.6% | -6.7% | +12.3% | -2.0% |
| 1Y | +19.9% | -5.6% | +25.5% | +8.0% |
| All | +19.9% | -6.8% | +26.7% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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