-13.4%
CAVA vs GD
+11.5%
-24.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.1% | -4.9% | -5.8% |
| 7D | -8.5% | -3.1% | -5.4% | -7.8% |
| 30D | -8.2% | -10.9% | +2.7% | -5.7% |
| 3M | -25.9% | +2.5% | -28.4% | -26.7% |
| 6M | -30.9% | -1.7% | -29.2% | -30.2% |
| YTD | -3.7% | +6.1% | -9.9% | -7.9% |
| 1Y | -13.4% | +11.7% | -25.1% | -18.4% |
| All | -13.4% | +11.5% | -24.9% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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