-10.1%
BA vs CAVA
-14.2%
+4.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.0% | +4.0% | -1.5% |
| 7D | -1.2% | -8.5% | +7.4% | -0.3% |
| 30D | -11.3% | -8.2% | -3.1% | -10.7% |
| 3M | -3.8% | -25.9% | +22.1% | -1.3% |
| 6M | -8.3% | -30.9% | +22.7% | -5.4% |
| YTD | -4.9% | -3.7% | -1.2% | -7.8% |
| 1Y | -10.1% | -13.4% | +3.4% | -9.8% |
| All | -10.1% | -14.2% | +4.2% | -9.8% |
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 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