+156.8%
BITO vs CAVA
+41.9%
+114.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -0.8% |
| 7D | -3.4% | -8.0% | +4.6% | -1.7% |
| 30D | +21.4% | -19.6% | +41.0% | +27.0% |
| 3M | +20.5% | -36.7% | +57.2% | +32.0% |
| 6M | +7.4% | -30.6% | +38.0% | +14.4% |
| YTD | -13.9% | -4.8% | -9.1% | -15.3% |
| 1Y | -35.1% | -13.1% | -21.9% | -35.2% |
| 3Y | +156.8% | +48.8% | +108.1% | +147.0% |
| All | +156.8% | +41.9% | +114.9% | +147.0% |
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