+19.1%
DASH vs CAVA
-21.0%
+40.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.5% | -3.2% | -4.3% |
| 7D | -10.6% | -9.2% | -1.3% | -8.8% |
| 30D | +2.2% | -8.2% | +10.3% | +3.7% |
| 3M | +32.3% | -15.3% | +47.6% | +32.5% |
| 6M | +19.1% | -23.6% | +42.7% | +21.9% |
| All | +19.1% | -21.0% | +40.1% | +21.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling