-34.6%
DOW vs CAVA
+33.0%
-67.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.5% | -2.4% |
| 7D | -1.4% | -8.0% | +6.6% | -0.6% |
| 30D | -3.9% | -19.6% | +15.6% | -1.8% |
| 3M | -12.7% | -36.7% | +24.0% | -8.6% |
| 6M | -13.7% | -30.6% | +16.9% | -11.2% |
| YTD | +28.4% | -4.8% | +33.2% | +25.4% |
| 1Y | +21.8% | -13.1% | +34.9% | +19.7% |
| 3Y | -35.7% | +48.8% | -84.5% | -39.2% |
| All | -34.6% | +33.0% | -67.7% | -37.9% |
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