+37.4%
CAVA vs ALB
-39.8%
+77.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -1.6% |
| 7D | -1.5% | -4.4% | +2.9% | -0.6% |
| 30D | -3.7% | -1.2% | -2.5% | -3.4% |
| 3M | -18.3% | -13.3% | -5.0% | -16.0% |
| 6M | -23.5% | -19.8% | -3.7% | -21.1% |
| YTD | +2.5% | -7.9% | +10.4% | +2.2% |
| 1Y | -8.0% | +60.2% | -68.1% | -19.7% |
| 3Y | +53.5% | -26.4% | +79.9% | +61.8% |
| All | +37.4% | -39.8% | +77.1% | +70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling