+33.0%
CAVA vs RACE
+38.1%
-5.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +0.9% |
| 7D | -1.6% | -1.2% | -0.4% | -1.0% |
| 30D | +12.9% | +6.1% | +6.7% | +10.3% |
| 3M | -19.3% | -0.3% | -19.0% | -19.1% |
| 6M | -19.5% | +23.4% | -42.9% | -26.3% |
| YTD | -0.8% | +12.5% | -13.3% | -6.4% |
| 1Y | +20.8% | -0.5% | +21.3% | +20.5% |
| 3Y | +85.7% | +23.6% | +62.1% | +52.8% |
| All | +33.0% | +38.1% | -5.1% | -0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling