+11.6%
DVN vs CAVA
+28.6%
-16.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.4% | +6.6% | +2.4% |
| 7D | +2.5% | -12.4% | +15.0% | +3.3% |
| 30D | +10.2% | -11.2% | +21.4% | +10.8% |
| 3M | +8.1% | -33.8% | +41.9% | +10.7% |
| 6M | +15.9% | -32.5% | +48.4% | +18.0% |
| YTD | +38.2% | -8.0% | +46.2% | +35.5% |
| 1Y | +44.5% | -17.1% | +61.6% | +42.8% |
| 3Y | +5.1% | +37.8% | -32.7% | +1.1% |
| All | +11.6% | +28.6% | -16.9% | +8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling