-21.0%
BA vs CAVA
+43.8%
-64.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.0% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -8.9% | +12.6% | -21.5% | -10.4% |
| 3M | -25.5% | -1.9% | -23.6% | -25.7% |
| 6M | -27.0% | -23.9% | -3.0% | -25.1% |
| YTD | -20.1% | +2.9% | -23.0% | -22.3% |
| 1Y | -11.0% | +21.6% | -32.6% | -15.7% |
| 3Y | -11.8% | +94.4% | -106.2% | -18.5% |
| All | -21.0% | +43.8% | -64.8% | -24.6% |
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