+38.8%
CAVA vs DOC
+22.2%
+16.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.8% |
| 7D | -9.2% | -1.5% | -7.8% | -8.7% |
| 30D | -8.2% | -4.8% | -3.4% | -6.3% |
| 3M | -15.3% | +6.9% | -22.2% | -17.4% |
| 6M | -23.6% | +20.7% | -44.3% | -29.2% |
| YTD | +3.5% | +34.1% | -30.6% | -8.3% |
| 1Y | -7.9% | +22.6% | -30.5% | -15.6% |
| 3Y | +38.7% | +20.8% | +17.8% | +30.2% |
| All | +38.8% | +22.2% | +16.5% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling