+58.9%
BNY vs CAVA
-7.9%
+66.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.4% |
| 7D | +1.4% | -9.2% | +10.7% | +2.1% |
| 30D | +3.8% | -8.2% | +12.0% | +4.2% |
| 3M | +14.9% | -15.3% | +30.2% | +15.2% |
| 6M | +40.3% | -23.6% | +63.9% | +41.9% |
| YTD | +43.8% | +3.5% | +40.2% | +41.2% |
| 1Y | +58.9% | -7.9% | +66.8% | +53.4% |
| All | +58.9% | -7.9% | +66.8% | +53.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling