+17.6%
CAVA vs DOC
+20.8%
-3.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -3.6% |
| 7D | -4.4% | 0.0% | -4.4% | -4.4% |
| 30D | +8.2% | +6.6% | +1.7% | +5.8% |
| 3M | -17.4% | -1.1% | -16.3% | -17.1% |
| 6M | -25.7% | +4.8% | -30.5% | -26.4% |
| YTD | -2.3% | +32.1% | -34.4% | -10.4% |
| 1Y | +17.6% | +21.9% | -4.2% | +13.8% |
| All | +17.6% | +20.8% | -3.1% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling