+27.6%
CAVA vs TD
+128.5%
-100.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.0% |
| 7D | -8.0% | -0.5% | -7.5% | -7.7% |
| 30D | -19.6% | -1.9% | -17.7% | -18.6% |
| 3M | -36.7% | +4.8% | -41.4% | -38.6% |
| 6M | -30.6% | +28.0% | -58.6% | -41.0% |
| YTD | -4.8% | +30.3% | -35.1% | -19.6% |
| 1Y | -13.1% | +59.8% | -72.9% | -34.3% |
| 3Y | +48.8% | +124.7% | -75.9% | -8.2% |
| All | +27.6% | +128.5% | -100.9% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling