+29.1%
CAVA vs ALB
-41.5%
+70.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.8% | -3.2% | -5.4% |
| 7D | -8.5% | -8.6% | +0.1% | -6.8% |
| 30D | -8.2% | -4.0% | -4.2% | -7.4% |
| 3M | -25.9% | -17.4% | -8.5% | -23.0% |
| 6M | -30.9% | -25.4% | -5.6% | -27.6% |
| YTD | -3.7% | -10.5% | +6.8% | -3.4% |
| 1Y | -13.4% | +75.8% | -89.3% | -26.0% |
| 3Y | +44.2% | -28.5% | +72.7% | +53.0% |
| All | +29.1% | -41.5% | +70.5% | +61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling