+30.3%
SCHD vs CAVA
-7.9%
+38.2%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.7% |
| 7D | -0.3% | -9.2% | +8.9% | +0.1% |
| 30D | +3.4% | -8.2% | +11.6% | +3.8% |
| 3M | +7.6% | -15.3% | +22.9% | +8.2% |
| 6M | +12.2% | -23.6% | +35.7% | +13.1% |
| YTD | +29.0% | +3.5% | +25.4% | +26.9% |
| 1Y | +30.3% | -7.9% | +38.2% | +28.2% |
| All | +30.3% | -7.9% | +38.2% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling