+111.3%
DAL vs CAVA
+40.8%
+70.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.5% |
| 7D | +8.8% | +0.7% | +8.1% | +8.7% |
| 30D | +5.4% | +13.6% | -8.2% | +2.3% |
| 3M | -4.9% | -4.9% | 0.0% | -4.7% |
| 6M | +19.8% | -33.9% | +53.8% | +29.2% |
| YTD | +27.0% | +0.8% | +26.2% | +23.0% |
| 1Y | +52.5% | +27.0% | +25.5% | +39.5% |
| 3Y | +173.8% | +73.1% | +100.8% | +158.4% |
| All | +111.3% | +40.8% | +70.4% | +103.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling