+19.9%
CAVA vs DG
+45.3%
-25.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.5% | -5.8% | -0.2% |
| 7D | +14.2% | +12.3% | +2.0% | +9.9% |
| 30D | +14.6% | +19.3% | -4.7% | +8.0% |
| 3M | -2.3% | +11.9% | -14.2% | -6.1% |
| 6M | -30.5% | +25.0% | -55.5% | -35.9% |
| YTD | +5.6% | +8.7% | -3.1% | +0.6% |
| 1Y | +19.9% | +44.7% | -24.8% | -1.2% |
| All | +19.9% | +45.3% | -25.4% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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