+7.2%
ABT vs CAVA
+34.5%
-27.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.0% | +5.8% | -0.1% |
| 7D | -4.7% | -8.5% | +3.8% | -4.5% |
| 30D | -3.1% | -8.2% | +5.1% | -2.9% |
| 3M | +16.1% | -25.9% | +42.1% | +16.9% |
| 6M | -5.3% | -30.9% | +25.6% | -4.6% |
| YTD | -14.4% | -3.7% | -10.7% | -14.7% |
| 1Y | -18.4% | -13.4% | -5.0% | -18.6% |
| 3Y | +11.2% | +44.2% | -33.0% | +8.2% |
| All | +7.2% | +34.5% | -27.4% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 all: compounded portfolio wealth divided by compounded CAVA 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…
all analysis · Full analysis span regression · 6 months rolling