+358.7%
ALAB vs CAVA
-16.8%
+375.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.4% | -0.9% | -3.6% |
| 7D | +0.6% | -12.4% | +13.0% | +5.6% |
| 30D | -8.8% | -11.2% | +2.4% | -5.6% |
| 3M | -14.0% | -33.8% | +19.8% | -1.3% |
| 6M | +144.3% | -32.5% | +176.8% | +174.7% |
| YTD | +71.0% | -8.0% | +79.0% | +62.7% |
| 1Y | +23.5% | -17.1% | +40.6% | +22.3% |
| All | +358.7% | -16.8% | +375.5% | +265.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling