+75.6%
CAVA vs DOC
+43.2%
+32.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -2.9% | -3.1% |
| 7D | +1.4% | +6.2% | -4.9% | -0.8% |
| 30D | +14.0% | +6.5% | +7.5% | +11.4% |
| 3M | -9.3% | -6.2% | -3.1% | -7.2% |
| 6M | -33.6% | +25.6% | -59.2% | -39.0% |
| YTD | +2.2% | +32.1% | -29.8% | -7.5% |
| 1Y | +19.1% | +20.3% | -1.2% | +11.4% |
| All | +75.6% | +43.2% | +32.4% | +58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling