+183.5%
DAL vs CAVA
+98.4%
+85.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.4% | -0.1% | +4.0% |
| 7D | +10.0% | +0.5% | +9.6% | +10.0% |
| 30D | +12.0% | +16.2% | -4.2% | +7.9% |
| 3M | +0.8% | -0.1% | +0.9% | -0.1% |
| 6M | +26.2% | -21.5% | +47.7% | +31.5% |
| YTD | +33.7% | +6.2% | +27.5% | +27.0% |
| 1Y | +57.6% | +28.2% | +29.4% | +41.7% |
| 3Y | +183.5% | +97.7% | +85.7% | +175.1% |
| All | +183.5% | +98.4% | +85.1% | +175.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling