+17.6%
CAVA vs D
+15.2%
+2.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.9% |
| 7D | -4.4% | -3.1% | -1.4% | -3.8% |
| 30D | +8.2% | +8.4% | -0.1% | +6.8% |
| 3M | -17.4% | +0.2% | -17.7% | -17.3% |
| 6M | -25.7% | +9.5% | -35.2% | -26.5% |
| YTD | -2.3% | +18.8% | -21.1% | -2.3% |
| 1Y | +17.6% | +14.7% | +2.9% | +15.5% |
| All | +17.6% | +15.2% | +2.5% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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