+39.8%
BKNG vs CAVA
+37.2%
+2.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +5.0% | +1.3% |
| 7D | -10.7% | -12.4% | +1.8% | -8.6% |
| 30D | -18.1% | -11.2% | -6.9% | -16.7% |
| 3M | +8.5% | -33.8% | +42.3% | +15.7% |
| 6M | -0.1% | -32.5% | +32.5% | +5.9% |
| YTD | -18.2% | -8.0% | -10.2% | -18.4% |
| 1Y | -19.9% | -17.1% | -2.7% | -19.1% |
| All | +39.8% | +37.2% | +2.7% | +36.7% |
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