-7.9%
CAVA vs ALLE
-5.8%
-2.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.8% |
| 7D | -9.2% | -0.2% | -9.0% | -9.1% |
| 30D | -8.2% | -6.8% | -1.4% | -6.0% |
| 3M | -15.3% | +21.0% | -36.4% | -21.6% |
| 6M | -23.6% | +1.1% | -24.7% | -25.8% |
| YTD | +3.5% | -0.5% | +4.1% | -1.3% |
| 1Y | -7.9% | -7.3% | -0.6% | -9.7% |
| All | -7.9% | -5.8% | -2.0% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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