+38.8%
CAVA vs DRI
+43.5%
-4.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -0.9% | -1.1% |
| 7D | -9.2% | +0.6% | -9.8% | -9.6% |
| 30D | -8.2% | +3.8% | -12.0% | -10.2% |
| 3M | -15.3% | +13.0% | -28.3% | -21.2% |
| 6M | -23.6% | +8.3% | -31.9% | -27.3% |
| YTD | +3.5% | +20.6% | -17.1% | -7.6% |
| 1Y | -7.9% | +6.5% | -14.3% | -12.3% |
| 3Y | +38.7% | +53.7% | -15.1% | +8.4% |
| All | +38.8% | +43.5% | -4.8% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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