+88.0%
DOCN vs CAVA
+38.6%
+49.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.7% | -4.6% |
| 7D | +19.1% | -1.6% | +20.7% | +19.5% |
| 30D | -21.0% | +12.9% | -33.9% | -24.0% |
| 3M | -34.7% | -19.3% | -15.4% | -31.7% |
| 6M | -45.8% | -19.5% | -26.3% | -44.3% |
| YTD | +79.4% | -0.8% | +80.2% | +66.5% |
| 1Y | +91.0% | +20.8% | +70.2% | +64.5% |
| 3Y | +237.5% | +85.7% | +151.8% | +152.1% |
| All | +88.0% | +38.6% | +49.3% | +54.9% |
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 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