+43.8%
CAVA vs DOV
+35.8%
+8.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -2.9% |
| 7D | -12.4% | -1.9% | -10.5% | -11.1% |
| 30D | -11.2% | -9.9% | -1.3% | -4.1% |
| 3M | -33.8% | -12.1% | -21.7% | -27.9% |
| 6M | -32.5% | -10.4% | -22.1% | -28.3% |
| YTD | -8.0% | -3.3% | -4.7% | -9.6% |
| 1Y | -17.1% | +7.8% | -24.9% | -26.5% |
| All | +43.8% | +35.8% | +8.0% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling