+20.8%
CAVA vs RACE
-1.0%
+21.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.0% |
| 7D | -1.6% | -1.2% | -0.4% | -1.1% |
| 30D | +12.9% | +6.1% | +6.7% | +10.8% |
| 3M | -19.3% | -0.3% | -19.0% | -19.1% |
| 6M | -19.5% | +23.4% | -42.9% | -24.0% |
| YTD | -0.8% | +12.5% | -13.3% | -1.1% |
| 1Y | +20.8% | -0.5% | +21.3% | +36.1% |
| All | +20.8% | -1.0% | +21.8% | +36.1% |
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