+48.8%
CAVA vs JAAA
+19.0%
+29.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +2.9% |
| 7D | -8.0% | +0.1% | -8.1% | -8.6% |
| 30D | -19.6% | +0.5% | -20.1% | -22.8% |
| 3M | -36.7% | +1.3% | -37.9% | -42.6% |
| 6M | -30.6% | +2.8% | -33.4% | -43.9% |
| YTD | -4.8% | +3.3% | -8.0% | -25.5% |
| 1Y | -13.1% | +4.9% | -18.0% | -39.6% |
| 3Y | +48.8% | +19.0% | +29.8% | -20.0% |
| All | +48.8% | +19.0% | +29.8% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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