-4.0%
BA vs CAVA
+43.2%
-47.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | +2.5% | -1.5% | +4.0% | +2.7% |
| 30D | -10.1% | -3.7% | -6.5% | -9.9% |
| 3M | -2.4% | -18.3% | +15.9% | -0.4% |
| 6M | -8.8% | -23.5% | +14.7% | -6.5% |
| YTD | -2.9% | +2.5% | -5.4% | -5.3% |
| 1Y | -8.8% | -8.0% | -0.8% | -9.9% |
| 3Y | -0.3% | +53.5% | -53.8% | -5.9% |
| All | -4.0% | +43.2% | -47.1% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling