+1,611.9%
BE vs CAVA
+37.2%
+1,574.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.4% | -2.5% |
| 7D | +9.7% | -12.4% | +22.2% | +14.6% |
| 30D | +22.4% | -11.2% | +33.6% | +26.6% |
| 3M | +10.4% | -33.8% | +44.1% | +24.6% |
| 6M | +67.9% | -32.5% | +100.4% | +86.8% |
| YTD | +197.5% | -8.0% | +205.5% | +195.6% |
| 1Y | +310.6% | -17.1% | +327.7% | +319.5% |
| All | +1,611.9% | +37.2% | +1,574.7% | +1,317.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling