+19.9%
CAVA vs DOV
+21.2%
-1.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | +14.2% | +2.2% | +12.0% | +13.3% |
| 30D | +14.6% | +11.2% | +3.4% | +10.0% |
| 3M | -2.3% | +1.6% | -3.9% | -2.9% |
| 6M | -30.5% | -3.2% | -27.3% | -29.8% |
| YTD | +5.6% | +9.7% | -4.1% | -8.5% |
| 1Y | +19.9% | +20.5% | -0.6% | -22.4% |
| All | +19.9% | +21.2% | -1.3% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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