+31.0%
CAVA vs ALB
-55.8%
+86.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.9% |
| 7D | -4.4% | -3.6% | -0.9% | -3.7% |
| 30D | +8.2% | -2.9% | +11.1% | +8.7% |
| 3M | -17.4% | -25.8% | +8.4% | -12.2% |
| 6M | -25.7% | -53.6% | +27.9% | -13.1% |
| YTD | -2.3% | -32.4% | +30.1% | +3.8% |
| 1Y | +17.6% | -13.0% | +30.7% | +18.1% |
| 3Y | +84.6% | -15.0% | +99.6% | +67.5% |
| All | +31.0% | -55.8% | +86.8% | +73.3% |
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