+29.1%
CAVA vs RACE
+35.2%
-6.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.9% | -5.1% | -5.7% |
| 7D | -8.5% | -2.6% | -5.9% | -7.5% |
| 30D | -8.2% | -1.1% | -7.1% | -7.7% |
| 3M | -25.9% | +12.5% | -38.5% | -29.4% |
| 6M | -30.9% | +17.4% | -48.4% | -35.6% |
| YTD | -3.7% | +10.1% | -13.8% | -8.4% |
| 1Y | -13.4% | -15.1% | +1.7% | -8.4% |
| 3Y | +44.2% | +38.9% | +5.3% | +4.1% |
| All | +29.1% | +35.2% | -6.1% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling