-7.9%
CAVA vs TD
+64.8%
-72.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.2% |
| 7D | -9.2% | +0.3% | -9.5% | -9.5% |
| 30D | -8.2% | +0.4% | -8.6% | -8.5% |
| 3M | -15.3% | +7.6% | -23.0% | -21.8% |
| 6M | -23.6% | +25.0% | -48.6% | -40.7% |
| YTD | +3.5% | +31.0% | -27.5% | -22.7% |
| 1Y | -7.9% | +65.2% | -73.1% | -33.1% |
| All | -7.9% | +64.8% | -72.7% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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