+29.1%
CAVA vs D
+43.7%
-14.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.7% | -4.3% | -5.8% |
| 7D | -8.5% | -0.4% | -8.1% | -8.5% |
| 30D | -8.2% | -2.1% | -6.2% | -8.0% |
| 3M | -25.9% | -0.7% | -25.2% | -25.8% |
| 6M | -30.9% | +5.6% | -36.5% | -31.4% |
| YTD | -3.7% | +14.6% | -18.3% | -5.4% |
| 1Y | -13.4% | +15.3% | -28.8% | -15.3% |
| 3Y | +44.2% | +59.1% | -14.9% | +29.9% |
| All | +29.1% | +43.7% | -14.7% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling