+369.5%
ALAB vs CAVA
-13.9%
+383.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.5% | -1.1% | +1.0% |
| 7D | -6.2% | -8.0% | +1.9% | -3.3% |
| 30D | -8.7% | -19.6% | +10.9% | -1.3% |
| 3M | -20.7% | -36.7% | +15.9% | -7.2% |
| 6M | +133.5% | -30.6% | +164.1% | +159.8% |
| YTD | +75.1% | -4.8% | +79.8% | +64.3% |
| 1Y | +25.0% | -13.1% | +38.2% | +21.4% |
| All | +369.5% | -13.9% | +383.4% | +269.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling