-30.7%
PATH vs CAVA
+40.8%
-71.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.4% | +0.2% |
| 7D | -5.3% | +0.7% | -6.0% | -5.5% |
| 30D | -0.5% | +13.6% | -14.1% | -3.6% |
| 3M | -7.1% | -4.9% | -2.2% | -7.0% |
| 6M | +23.8% | -33.9% | +57.7% | +33.2% |
| YTD | -20.7% | +0.8% | -21.5% | -24.5% |
| 1Y | -8.1% | +27.0% | -35.0% | -17.6% |
| 3Y | -21.8% | +73.1% | -94.9% | -35.9% |
| All | -30.7% | +40.8% | -71.5% | -41.4% |
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