+36.6%
CAVA vs ALLE
+70.9%
-34.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.4% |
| 7D | -3.5% | -0.8% | -2.7% | -3.1% |
| 30D | +13.8% | +27.4% | -13.6% | +1.2% |
| 3M | -1.7% | +13.8% | -15.5% | -7.7% |
| 6M | -25.2% | +45.5% | -70.7% | -38.2% |
| YTD | +1.9% | +21.4% | -19.5% | -8.9% |
| 1Y | +21.4% | +15.4% | +6.1% | +11.6% |
| 3Y | +92.5% | +91.7% | +0.8% | +18.8% |
| All | +36.6% | +70.9% | -34.3% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling