+39.6%
DOCS vs CAVA
+87.8%
-48.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | +2.6% | -1.6% | +4.1% | +2.8% |
| 30D | +11.4% | +12.9% | -1.4% | +8.5% |
| 3M | +25.4% | -19.3% | +44.7% | +30.1% |
| 6M | +42.5% | -19.5% | +62.0% | +45.6% |
| YTD | -24.7% | -0.8% | -23.9% | -28.8% |
| 1Y | -32.9% | +20.8% | -53.8% | -40.2% |
| 3Y | +39.6% | +85.7% | -46.1% | +20.7% |
| All | +39.6% | +87.8% | -48.2% | +20.7% |
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