+724.9%
DELL vs CAVA
+41.9%
+683.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.5% | +8.5% | +11.1% |
| 7D | +8.2% | -8.0% | +16.3% | +10.5% |
| 30D | +17.1% | -19.6% | +36.7% | +23.2% |
| 3M | +45.2% | -36.7% | +81.8% | +60.3% |
| 6M | +286.8% | -30.6% | +317.4% | +312.1% |
| YTD | +354.8% | -4.8% | +359.6% | +333.8% |
| 1Y | +358.3% | -13.1% | +371.4% | +345.0% |
| 3Y | +724.9% | +48.8% | +676.1% | +712.7% |
| All | +724.9% | +41.9% | +683.0% | +712.7% |
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 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