+23.5%
DHI vs CAVA
+33.0%
-9.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | +1.3% |
| 7D | -3.4% | -8.0% | +4.6% | -2.5% |
| 30D | -5.4% | -19.6% | +14.1% | -3.3% |
| 3M | -10.4% | -36.7% | +26.2% | -6.2% |
| 6M | -2.8% | -30.6% | +27.8% | +0.7% |
| YTD | -3.4% | -4.8% | +1.4% | -3.9% |
| 1Y | -22.9% | -13.1% | -9.8% | -23.0% |
| 3Y | +20.7% | +48.8% | -28.1% | +6.5% |
| All | +23.5% | +33.0% | -9.5% | +10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling