+29.1%
CAVA vs DOV
+37.2%
-8.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.7% | -4.3% | -4.7% |
| 7D | -8.5% | +1.3% | -9.9% | -9.4% |
| 30D | -8.2% | -8.6% | +0.4% | -1.7% |
| 3M | -25.9% | -13.1% | -12.8% | -18.5% |
| 6M | -30.9% | -8.8% | -22.1% | -27.4% |
| YTD | -3.7% | -1.2% | -2.5% | -7.0% |
| 1Y | -13.4% | +10.7% | -24.1% | -25.2% |
| 3Y | +44.2% | +39.3% | +5.0% | -2.9% |
| All | +29.1% | +37.2% | -8.2% | -9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling