+9.5%
DVN vs CAVA
+41.9%
-32.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | +0.2% |
| 7D | +4.5% | -8.0% | +12.5% | +5.0% |
| 30D | +12.0% | -19.6% | +31.5% | +13.4% |
| 3M | +13.4% | -36.7% | +50.1% | +16.7% |
| 6M | +12.1% | -30.6% | +42.7% | +14.0% |
| YTD | +38.8% | -4.8% | +43.6% | +35.5% |
| 1Y | +46.0% | -13.1% | +59.2% | +43.5% |
| 3Y | +9.5% | +48.8% | -39.3% | +5.0% |
| All | +9.5% | +41.9% | -32.4% | +5.0% |
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