+29.1%
CAVA vs TD
+125.1%
-96.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.1% | -4.9% | -5.3% |
| 7D | -8.5% | -1.9% | -6.6% | -7.3% |
| 30D | -8.2% | -1.6% | -6.6% | -7.2% |
| 3M | -25.9% | +4.6% | -30.5% | -28.1% |
| 6M | -30.9% | +26.8% | -57.7% | -40.9% |
| YTD | -3.7% | +28.3% | -32.0% | -17.8% |
| 1Y | -13.4% | +60.4% | -73.9% | -34.6% |
| 3Y | +44.2% | +125.7% | -81.5% | -12.0% |
| All | +29.1% | +125.1% | -96.0% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling