+35.1%
CAVA vs DOC
+21.2%
+13.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | +0.7% | +6.5% | -5.8% | -1.8% |
| 30D | +13.6% | +9.2% | +4.4% | +9.6% |
| 3M | -4.9% | -2.5% | -2.5% | -4.1% |
| 6M | -33.9% | +7.1% | -41.0% | -35.7% |
| YTD | +0.8% | +33.0% | -32.2% | -10.5% |
| 1Y | +27.0% | +23.3% | +3.7% | +16.2% |
| 3Y | +73.1% | +44.9% | +28.1% | +45.2% |
| All | +35.1% | +21.2% | +13.9% | +29.4% |
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