+19.9%
CAVA vs ALHC
-51.4%
+71.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.1% | -7.4% | +1.2% |
| 7D | +14.2% | -0.5% | +14.7% | +14.2% |
| 30D | +14.6% | -4.2% | +18.8% | +15.0% |
| 3M | -2.3% | -39.8% | +37.5% | +6.1% |
| 6M | -30.5% | -57.7% | +27.2% | -21.6% |
| YTD | +5.6% | -58.8% | +64.4% | +14.0% |
| 1Y | +19.9% | -52.4% | +72.3% | +17.2% |
| All | +19.9% | -51.4% | +71.3% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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