+8.9%
DOCS vs CAVA
+40.3%
-31.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.5% |
| 7D | -1.4% | -9.2% | +7.8% | +0.5% |
| 30D | +21.8% | -8.2% | +30.0% | +23.4% |
| 3M | +27.3% | -15.3% | +42.6% | +30.0% |
| 6M | -0.3% | -23.6% | +23.3% | +3.4% |
| YTD | -40.5% | +3.5% | -44.0% | -44.0% |
| 1Y | -61.5% | -7.9% | -53.7% | -63.0% |
| All | +8.9% | +40.3% | -31.4% | -6.5% |
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