+27.6%
CAVA vs CDW
-8.5%
+36.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +7.8% | -4.4% | +0.6% |
| 7D | -8.0% | +0.9% | -9.0% | -8.4% |
| 30D | -19.6% | +13.1% | -32.6% | -23.5% |
| 3M | -36.7% | +19.7% | -56.3% | -41.9% |
| 6M | -30.6% | +30.7% | -61.3% | -41.4% |
| YTD | -4.8% | +14.7% | -19.5% | -13.8% |
| 1Y | -13.1% | -5.3% | -7.8% | -11.7% |
| 3Y | +48.8% | -23.8% | +72.6% | +62.3% |
| All | +27.6% | -8.5% | +36.1% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 5y: compounded portfolio wealth divided by compounded CDW 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…
5y analysis · Full analysis span regression · 6 months rolling