+1,490.3%
BE vs CAVA
+33.0%
+1,457.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.5% | +3.2% | +5.6% |
| 7D | +9.0% | -8.0% | +17.1% | +11.9% |
| 30D | +16.3% | -19.6% | +35.8% | +23.7% |
| 3M | +10.8% | -36.7% | +47.5% | +25.7% |
| 6M | +73.2% | -30.6% | +103.8% | +89.7% |
| YTD | +217.4% | -4.8% | +222.1% | +213.3% |
| 1Y | +309.8% | -13.1% | +322.9% | +313.1% |
| 3Y | +1,726.2% | +48.8% | +1,677.4% | +1,529.9% |
| All | +1,490.3% | +33.0% | +1,457.2% | +1,366.5% |
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 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