+293.9%
BNY vs CAVA
+33.0%
+260.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.4% | -0.3% |
| 7D | -1.3% | -8.0% | +6.7% | -0.6% |
| 30D | -0.2% | -19.6% | +19.4% | +1.7% |
| 3M | +14.9% | -36.7% | +51.6% | +19.5% |
| 6M | +40.0% | -30.6% | +70.6% | +43.7% |
| YTD | +42.0% | -4.8% | +46.8% | +40.4% |
| 1Y | +56.9% | -13.1% | +70.0% | +56.0% |
| 3Y | +289.9% | +48.8% | +241.1% | +271.6% |
| All | +293.9% | +33.0% | +260.9% | +279.5% |
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