+90.3%
DAL vs CAVA
+34.5%
+55.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.0% | +5.8% | +1.0% |
| 7D | +0.8% | -8.5% | +9.3% | +2.7% |
| 30D | -11.7% | -8.2% | -3.5% | -10.5% |
| 3M | -2.7% | -25.9% | +23.2% | +2.7% |
| 6M | +30.7% | -30.9% | +61.6% | +39.7% |
| YTD | +14.4% | -3.7% | +18.1% | +12.2% |
| 1Y | +31.2% | -13.4% | +44.6% | +31.1% |
| 3Y | +99.4% | +44.2% | +55.2% | +92.4% |
| All | +90.3% | +34.5% | +55.7% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CAVA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling