+17.6%
CAVA vs GD
+5.0%
+12.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -3.8% |
| 7D | -4.4% | +1.9% | -6.3% | -4.9% |
| 30D | +8.2% | +9.2% | -1.0% | +6.4% |
| 3M | -17.4% | -7.5% | -10.0% | -16.5% |
| 6M | -25.7% | +5.8% | -31.5% | -27.0% |
| YTD | -2.3% | +9.8% | -12.1% | -7.2% |
| 1Y | +17.6% | +5.8% | +11.9% | +14.8% |
| All | +17.6% | +5.0% | +12.6% | +14.8% |
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