+9.8%
DHI vs CAVA
+17.1%
-7.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.2% | +3.6% | +0.8% |
| 7D | +7.6% | +1.4% | +6.2% | +7.4% |
| 30D | +15.3% | +14.0% | +1.3% | +13.4% |
| 3M | +4.4% | -9.3% | +13.7% | +5.3% |
| 6M | +8.3% | -33.6% | +41.8% | +12.5% |
| YTD | +10.4% | +2.2% | +8.2% | +8.0% |
| 1Y | +9.8% | +19.1% | -9.3% | +1.4% |
| All | +9.8% | +17.1% | -7.3% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling