+19.9%
CAVA vs ALB
+4.7%
+15.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.3% | -2.5% | +1.7% |
| 7D | +14.2% | -2.1% | +16.3% | +14.6% |
| 30D | +14.6% | -9.0% | +23.6% | +16.7% |
| 3M | -2.3% | -21.1% | +18.8% | +2.7% |
| 6M | -30.5% | -49.9% | +19.4% | -20.0% |
| YTD | +5.6% | -32.3% | +37.9% | +11.6% |
| 1Y | +19.9% | +8.6% | +11.3% | +12.8% |
| All | +19.9% | +4.7% | +15.1% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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