-30.8%
PATH vs CAVA
+48.5%
-79.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.4% | -5.6% | -1.3% |
| 7D | -2.7% | +0.5% | -3.2% | -2.8% |
| 30D | -3.7% | +16.2% | -19.9% | -7.1% |
| 3M | -13.8% | -0.1% | -13.6% | -14.5% |
| 6M | +20.3% | -21.5% | +41.8% | +24.5% |
| YTD | -20.8% | +6.2% | -27.0% | -25.4% |
| 1Y | -9.2% | +28.2% | -37.4% | -18.7% |
| 3Y | -21.8% | +97.7% | -119.5% | -37.4% |
| All | -30.8% | +48.5% | -79.2% | -42.2% |
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