+23.3%
CAVA vs DTE
+32.1%
-8.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.2% | -4.3% |
| 7D | -12.4% | -2.0% | -10.4% | -12.2% |
| 30D | -11.2% | -2.4% | -8.8% | -10.9% |
| 3M | -33.8% | -7.3% | -26.5% | -33.1% |
| 6M | -32.5% | -7.6% | -24.9% | -31.8% |
| YTD | -8.0% | +5.8% | -13.8% | -8.5% |
| 1Y | -17.1% | +2.3% | -19.5% | -17.3% |
| 3Y | +37.8% | +45.0% | -7.2% | +25.0% |
| All | +23.3% | +32.1% | -8.7% | +15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling