+22.9%
ALNY vs CAVA
+33.0%
-10.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | +0.3% |
| 7D | -6.5% | -8.0% | +1.5% | -6.2% |
| 30D | +11.0% | -19.6% | +30.6% | +12.1% |
| 3M | -14.1% | -36.7% | +22.6% | -12.5% |
| 6M | -22.4% | -30.6% | +8.2% | -21.5% |
| YTD | -37.5% | -4.8% | -32.7% | -38.1% |
| 1Y | -46.9% | -13.1% | -33.8% | -47.2% |
| 3Y | +22.1% | +48.8% | -26.7% | +17.4% |
| All | +22.9% | +33.0% | -10.1% | +18.5% |
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 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