+26.2%
BAC vs CAVA
-14.0%
+40.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -0.1% |
| 7D | 0.0% | -8.0% | +8.0% | +0.7% |
| 30D | -2.8% | -19.6% | +16.8% | -1.2% |
| 3M | +14.2% | -36.7% | +50.9% | +18.3% |
| 6M | +30.5% | -30.6% | +61.1% | +33.5% |
| YTD | +15.8% | -4.8% | +20.6% | +15.6% |
| 1Y | +26.2% | -13.1% | +39.3% | +23.4% |
| All | +26.2% | -14.0% | +40.2% | +23.4% |
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