+74.3%
DOCN vs CAVA
+21.1%
+53.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.0% | +10.6% | +9.6% |
| 7D | +3.7% | -3.5% | +7.2% | +3.8% |
| 30D | -33.7% | +13.8% | -47.5% | -33.8% |
| 3M | -27.9% | -1.7% | -26.2% | -27.9% |
| 6M | -46.4% | -25.2% | -21.2% | -46.1% |
| YTD | +81.1% | +1.9% | +79.2% | +76.9% |
| 1Y | +74.3% | +21.4% | +52.9% | +64.3% |
| All | +74.3% | +21.1% | +53.2% | +64.3% |
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