-5.9%
JD vs CAVA
+18.8%
-24.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.5% |
| 7D | -4.1% | -1.6% | -2.6% | -4.1% |
| 30D | +4.6% | +12.9% | -8.3% | +4.2% |
| 3M | -4.7% | -19.3% | +14.6% | -4.5% |
| 6M | -17.4% | -19.5% | +2.1% | -17.1% |
| YTD | +0.7% | -0.8% | +1.5% | -2.1% |
| 1Y | -5.9% | +20.8% | -26.7% | -11.3% |
| All | -5.9% | +18.8% | -24.7% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling