+60.3%
DIA vs CAVA
+34.5%
+25.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.3% | -0.2% |
| 7D | -1.2% | -8.5% | +7.3% | -0.5% |
| 30D | -2.7% | -8.2% | +5.5% | -2.1% |
| 3M | +3.3% | -25.9% | +29.2% | +5.5% |
| 6M | +10.4% | -30.9% | +41.4% | +13.4% |
| YTD | +10.0% | -3.7% | +13.7% | +9.0% |
| 1Y | +16.2% | -13.4% | +29.6% | +15.9% |
| 3Y | +58.7% | +44.2% | +14.5% | +53.0% |
| All | +60.3% | +34.5% | +25.7% | +55.5% |
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