+27.6%
CAVA vs DLTR
-14.5%
+42.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | -8.0% | -10.1% | +2.1% | -5.8% |
| 30D | -19.6% | -8.1% | -11.4% | -18.1% |
| 3M | -36.7% | +2.9% | -39.5% | -37.3% |
| 6M | -30.6% | +4.3% | -34.9% | -31.8% |
| YTD | -4.8% | -3.9% | -0.9% | -4.7% |
| 1Y | -13.1% | +18.9% | -32.0% | -17.7% |
| 3Y | +48.8% | +1.9% | +46.9% | +47.1% |
| All | +27.6% | -14.5% | +42.1% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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