+19.9%
CAVA vs ALLY
+4.2%
+15.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.8% | -1.0% | -0.1% |
| 7D | +14.2% | +2.4% | +11.9% | +12.3% |
| 30D | +14.6% | +5.6% | +9.0% | +10.1% |
| 3M | -2.3% | -11.7% | +9.4% | +7.0% |
| 6M | -30.5% | -7.0% | -23.5% | -27.4% |
| YTD | +5.6% | -10.4% | +16.0% | +13.6% |
| 1Y | +19.9% | +2.4% | +17.5% | +11.9% |
| All | +19.9% | +4.2% | +15.6% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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