+130.2%
BAC vs CAVA
+43.2%
+87.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.3% |
| 7D | +1.2% | -1.5% | +2.7% | +1.3% |
| 30D | -0.7% | -3.7% | +2.9% | -0.6% |
| 3M | +16.9% | -18.3% | +35.2% | +18.9% |
| 6M | +29.6% | -23.5% | +53.1% | +32.4% |
| YTD | +15.3% | +2.5% | +12.8% | +13.1% |
| 1Y | +28.8% | -8.0% | +36.8% | +27.6% |
| 3Y | +136.4% | +53.5% | +82.9% | +124.0% |
| All | +130.2% | +43.2% | +87.0% | +120.6% |
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