-13.1%
CAVA vs DTE
+1.0%
-14.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +3.6% |
| 7D | -8.0% | -2.6% | -5.5% | -7.8% |
| 30D | -19.6% | -4.4% | -15.2% | -19.3% |
| 3M | -36.7% | -8.3% | -28.3% | -36.1% |
| 6M | -30.6% | -8.1% | -22.5% | -29.6% |
| YTD | -4.8% | +4.4% | -9.2% | 0.0% |
| 1Y | -13.1% | +0.2% | -13.3% | -8.3% |
| All | -13.1% | +1.0% | -14.1% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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