+1,498.7%
BE vs CAVA
+43.2%
+1,455.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.0% | +10.6% | +9.9% |
| 7D | +29.8% | -1.5% | +31.3% | +30.3% |
| 30D | +26.4% | -3.7% | +30.0% | +27.2% |
| 3M | +9.3% | -18.3% | +27.6% | +14.4% |
| 6M | +105.1% | -23.5% | +128.5% | +118.2% |
| YTD | +219.0% | +2.5% | +216.6% | +207.9% |
| 1Y | +418.8% | -8.0% | +426.7% | +413.5% |
| 3Y | +1,784.6% | +53.5% | +1,731.1% | +1,552.6% |
| All | +1,498.7% | +43.2% | +1,455.5% | +1,341.2% |
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