+203.9%
DOCN vs CAVA
+59.2%
+144.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +4.0% | +2.9% |
| 7D | -19.2% | +0.7% | -19.9% | -19.3% |
| 30D | -43.1% | +13.6% | -56.7% | -45.1% |
| 3M | -40.7% | -4.9% | -35.8% | -40.6% |
| 6M | -55.0% | -33.9% | -21.1% | -51.1% |
| YTD | +50.6% | +0.8% | +49.8% | +39.3% |
| 1Y | +54.0% | +27.0% | +27.0% | +30.5% |
| 3Y | +203.9% | +73.1% | +130.8% | +158.1% |
| All | +203.9% | +59.2% | +144.7% | +158.1% |
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