+53.5%
CAVA vs RACE
+39.3%
+14.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.6% |
| 7D | -1.5% | -1.0% | -0.5% | -1.1% |
| 30D | -3.7% | -1.5% | -2.1% | -3.0% |
| 3M | -18.3% | +15.5% | -33.8% | -22.7% |
| 6M | -23.5% | +17.3% | -40.8% | -28.4% |
| YTD | +2.5% | +11.1% | -8.6% | -2.6% |
| 1Y | -8.0% | -14.3% | +6.3% | -3.3% |
| 3Y | +53.5% | +40.2% | +13.3% | +14.7% |
| All | +53.5% | +39.3% | +14.2% | +14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling