+53.5%
CAVA vs D
+65.5%
-12.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -1.5% | +0.8% | -2.3% | -1.6% |
| 30D | -3.7% | -0.7% | -2.9% | -3.6% |
| 3M | -18.3% | +2.1% | -20.4% | -18.5% |
| 6M | -23.5% | +6.8% | -30.3% | -24.2% |
| YTD | +2.5% | +16.5% | -14.1% | +0.4% |
| 1Y | -8.0% | +19.2% | -27.1% | -10.4% |
| 3Y | +53.5% | +61.9% | -8.4% | +33.8% |
| All | +53.5% | +65.5% | -12.0% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling