-7.2%
JD vs CAVA
+37.2%
-44.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +0.3% |
| 7D | -2.6% | -12.4% | +9.8% | -1.9% |
| 30D | -15.4% | -11.2% | -4.2% | -14.9% |
| 3M | -5.0% | -33.8% | +28.8% | -3.1% |
| 6M | +0.9% | -32.5% | +33.4% | +2.7% |
| YTD | -2.5% | -8.0% | +5.5% | -3.1% |
| 1Y | -16.0% | -17.1% | +1.1% | -16.2% |
| All | -7.2% | +37.2% | -44.3% | -15.0% |
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