-17.1%
CAVA vs ALLE
-10.4%
-6.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.3% |
| 7D | -12.4% | -2.8% | -9.7% | -11.4% |
| 30D | -11.2% | -10.2% | -1.0% | -7.7% |
| 3M | -33.8% | +17.4% | -51.2% | -37.9% |
| 6M | -32.5% | +3.3% | -35.9% | -34.4% |
| YTD | -8.0% | -4.2% | -3.8% | -11.1% |
| 1Y | -17.1% | -10.5% | -6.6% | -17.7% |
| All | -17.1% | -10.4% | -6.8% | -17.7% |
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