+57.3%
SCHD vs CAVA
+33.0%
+24.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | +0.2% |
| 7D | -2.0% | -8.0% | +6.1% | -1.5% |
| 30D | -0.4% | -19.6% | +19.2% | +0.8% |
| 3M | +5.7% | -36.7% | +42.4% | +8.4% |
| 6M | +11.9% | -30.6% | +42.5% | +13.8% |
| YTD | +26.4% | -4.8% | +31.2% | +25.5% |
| 1Y | +27.6% | -13.1% | +40.7% | +27.1% |
| 3Y | +54.9% | +48.8% | +6.2% | +48.7% |
| All | +57.3% | +33.0% | +24.2% | +51.8% |
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