+30.3%
ADP vs CAVA
+33.0%
-2.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.1% | +0.1% |
| 7D | -3.4% | -8.0% | +4.7% | -2.8% |
| 30D | -0.4% | -19.6% | +19.2% | +1.0% |
| 3M | +19.7% | -36.7% | +56.4% | +23.2% |
| 6M | +27.9% | -30.6% | +58.5% | +30.4% |
| YTD | +5.9% | -4.8% | +10.7% | +5.3% |
| 1Y | -7.5% | -13.1% | +5.6% | -7.8% |
| 3Y | +15.4% | +48.8% | -33.4% | +10.7% |
| All | +30.3% | +33.0% | -2.8% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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