+15.6%
DIS vs CAVA
+34.5%
-18.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.0% | +5.2% | -0.2% |
| 7D | -3.5% | -8.5% | +5.0% | -2.6% |
| 30D | +1.0% | -8.2% | +9.2% | +1.8% |
| 3M | +5.7% | -25.9% | +31.6% | +8.7% |
| 6M | +3.3% | -30.9% | +34.2% | +6.8% |
| YTD | -7.7% | -3.7% | -4.0% | -8.8% |
| 1Y | -10.0% | -13.4% | +3.5% | -10.3% |
| 3Y | +31.7% | +44.2% | -12.5% | +24.0% |
| All | +15.6% | +34.5% | -18.9% | +9.5% |
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 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