-41.3%
ALNY vs CAVA
-7.9%
-33.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.6% |
| 7D | +12.2% | -9.2% | +21.5% | +12.3% |
| 30D | +16.3% | -8.2% | +24.5% | +16.4% |
| 3M | -12.4% | -15.3% | +3.0% | -12.8% |
| 6M | -18.7% | -23.6% | +4.9% | -19.0% |
| YTD | -33.1% | +3.5% | -36.6% | -34.7% |
| 1Y | -41.3% | -7.9% | -33.4% | -40.5% |
| All | -41.3% | -7.9% | -33.4% | -40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling