-7.9%
CAVA vs RACE
-16.2%
+8.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.1% |
| 7D | -9.2% | -2.5% | -6.7% | -8.7% |
| 30D | -8.2% | +0.8% | -9.0% | -8.1% |
| 3M | -15.3% | +17.2% | -32.5% | -17.4% |
| 6M | -23.6% | +13.6% | -37.2% | -25.9% |
| YTD | +3.5% | +12.2% | -8.7% | +0.8% |
| 1Y | -7.9% | -16.3% | +8.4% | -11.9% |
| All | -7.9% | -16.2% | +8.3% | -11.9% |
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