+365.7%
ALAB vs CAVA
-7.3%
+373.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -6.6% |
| 7D | +3.2% | -1.5% | +4.7% | +3.8% |
| 30D | -13.6% | -3.7% | -9.9% | -13.0% |
| 3M | -16.6% | -18.3% | +1.7% | -12.2% |
| 6M | +142.3% | -23.5% | +165.8% | +159.9% |
| YTD | +73.6% | +2.5% | +71.2% | +58.7% |
| 1Y | +33.7% | -8.0% | +41.6% | +27.4% |
| All | +365.7% | -7.3% | +373.0% | +256.9% |
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