-31.6%
PATH vs CAVA
+43.8%
-75.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +2.0% | -0.5% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | -4.8% | +12.6% | -17.4% | -7.6% |
| 3M | -17.7% | -1.9% | -15.8% | -18.1% |
| 6M | +18.9% | -23.9% | +42.8% | +23.9% |
| YTD | -21.7% | +2.9% | -24.6% | -25.8% |
| 1Y | -9.6% | +21.6% | -31.3% | -18.1% |
| 3Y | -25.8% | +94.4% | -120.2% | -40.4% |
| All | -31.6% | +43.8% | -75.4% | -42.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling