-19.0%
PATH vs CAVA
+44.7%
-63.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.5% | -15.2% | -16.3% |
| 7D | -16.3% | -9.2% | -7.1% | -14.5% |
| 30D | +9.9% | -8.2% | +18.1% | +11.5% |
| 3M | +30.2% | -15.3% | +45.5% | +33.2% |
| 6M | +37.2% | -23.6% | +60.8% | +43.0% |
| YTD | -7.3% | +3.5% | -10.8% | -11.8% |
| 1Y | +40.0% | -7.9% | +47.9% | +36.6% |
| 3Y | -4.4% | +38.7% | -43.1% | -20.2% |
| All | -19.0% | +44.7% | -63.7% | -31.6% |
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