+37.4%
CAVA vs DG
-15.1%
+52.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +3.0% | -0.4% |
| 7D | -1.5% | -2.5% | +0.9% | -1.2% |
| 30D | -3.7% | +1.0% | -4.7% | -3.9% |
| 3M | -18.3% | +20.3% | -38.6% | -20.5% |
| 6M | -23.5% | -11.7% | -11.7% | -23.0% |
| YTD | +2.5% | -2.3% | +4.8% | +2.1% |
| 1Y | -8.0% | +20.0% | -28.0% | -10.5% |
| 3Y | +53.5% | +7.2% | +46.3% | +52.4% |
| All | +37.4% | -15.1% | +52.5% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling