-7.3%
DIS vs CAVA
-16.9%
+9.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.0% | +1.9% |
| 7D | -1.3% | -12.4% | +11.2% | -0.2% |
| 30D | +2.2% | -11.2% | +13.4% | +3.2% |
| 3M | +8.1% | -33.8% | +41.9% | +11.6% |
| 6M | +5.2% | -32.5% | +37.8% | +8.2% |
| YTD | -6.3% | -8.0% | +1.7% | -6.9% |
| 1Y | -7.3% | -17.1% | +9.8% | -10.9% |
| All | -7.3% | -16.9% | +9.7% | -10.9% |
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