+37.9%
CAVA vs RACE
+39.7%
-1.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.4% | -2.8% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +12.6% | +6.6% | +6.0% | +9.8% |
| 3M | -1.9% | +2.2% | -4.1% | -2.7% |
| 6M | -23.9% | +22.4% | -46.3% | -30.2% |
| YTD | +2.9% | +13.8% | -10.9% | -3.4% |
| 1Y | +21.6% | +2.2% | +19.4% | +19.8% |
| 3Y | +94.4% | +25.6% | +68.7% | +58.3% |
| All | +37.9% | +39.7% | -1.7% | +2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling