+10.3%
BND vs CAVA
+33.0%
-22.7%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.1% |
| 7D | -1.0% | -8.0% | +7.0% | -0.9% |
| 30D | -1.1% | -19.6% | +18.4% | -0.9% |
| 3M | -1.9% | -36.7% | +34.8% | -1.5% |
| 6M | -1.6% | -30.6% | +29.0% | -1.4% |
| YTD | -1.2% | -4.8% | +3.5% | -1.2% |
| 1Y | -0.7% | -13.1% | +12.4% | -0.7% |
| 3Y | +12.5% | +48.8% | -36.3% | +10.4% |
| All | +10.3% | +33.0% | -22.7% | +8.3% |
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