+27.6%
CAVA vs DOV
+35.5%
-7.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.8% |
| 7D | -8.0% | -2.0% | -6.0% | -6.5% |
| 30D | -19.6% | -8.9% | -10.7% | -13.6% |
| 3M | -36.7% | -13.3% | -23.4% | -30.1% |
| 6M | -30.6% | -9.7% | -20.9% | -26.5% |
| YTD | -4.8% | -2.5% | -2.3% | -7.1% |
| 1Y | -13.1% | +7.2% | -20.4% | -22.7% |
| 3Y | +48.8% | +39.4% | +9.4% | -0.7% |
| All | +27.6% | +35.5% | -7.9% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling