+59.2%
DIA vs CAVA
+28.6%
+30.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | -0.2% |
| 7D | -3.0% | -12.4% | +9.4% | -1.9% |
| 30D | -3.0% | -11.2% | +8.2% | -2.2% |
| 3M | +4.5% | -33.8% | +38.3% | +7.9% |
| 6M | +9.8% | -32.5% | +42.3% | +12.9% |
| YTD | +9.3% | -8.0% | +17.3% | +8.7% |
| 1Y | +16.0% | -17.1% | +33.1% | +16.1% |
| 3Y | +57.7% | +37.8% | +19.9% | +52.6% |
| All | +59.2% | +28.6% | +30.7% | +55.1% |
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