+252.1%
DOCN vs CAVA
+85.0%
+167.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -4.1% | +7.4% | +4.3% |
| 7D | +27.4% | -4.4% | +31.8% | +28.7% |
| 30D | -29.7% | +8.2% | -38.0% | -31.4% |
| 3M | -32.5% | -17.4% | -15.0% | -29.9% |
| 6M | -42.2% | -25.7% | -16.5% | -39.3% |
| YTD | +87.2% | -2.3% | +89.5% | +74.2% |
| 1Y | +86.2% | +17.6% | +68.6% | +61.3% |
| All | +252.1% | +85.0% | +167.1% | +199.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling