+19.9%
CAVA vs RACE
+10.6%
+9.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.3% | -1.5% | +1.3% |
| 7D | +14.2% | +9.9% | +4.3% | +10.5% |
| 30D | +14.6% | +12.8% | +1.8% | +10.0% |
| 3M | -2.3% | +7.4% | -9.7% | -4.5% |
| 6M | -30.5% | +27.6% | -58.1% | -35.3% |
| YTD | +5.6% | +18.4% | -12.8% | +2.0% |
| 1Y | +19.9% | +9.5% | +10.4% | +23.2% |
| All | +19.9% | +10.6% | +9.3% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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