+23.3%
CAVA vs RACE
+37.3%
-13.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.6% | -6.0% | -5.1% |
| 7D | -12.4% | -2.2% | -10.2% | -11.6% |
| 30D | -11.2% | -0.4% | -10.8% | -10.9% |
| 3M | -33.8% | +17.9% | -51.7% | -38.0% |
| 6M | -32.5% | +19.3% | -51.8% | -37.5% |
| YTD | -8.0% | +11.9% | -19.8% | -13.1% |
| 1Y | -17.1% | -12.7% | -4.4% | -13.5% |
| 3Y | +37.8% | +41.1% | -3.3% | -1.2% |
| All | +23.3% | +37.3% | -13.9% | -7.4% |
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