+27.6%
CAVA vs TDY
+52.1%
-24.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +2.7% |
| 7D | -8.0% | -1.1% | -6.9% | -7.3% |
| 30D | -19.6% | -12.0% | -7.5% | -12.9% |
| 3M | -36.7% | -3.2% | -33.5% | -35.8% |
| 6M | -30.6% | -7.9% | -22.7% | -27.6% |
| YTD | -4.8% | +18.2% | -23.0% | -18.4% |
| 1Y | -13.1% | +6.7% | -19.8% | -19.7% |
| 3Y | +48.8% | +47.5% | +1.2% | +8.8% |
| All | +27.6% | +52.1% | -24.5% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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