+40.6%
BP vs CAVA
-14.0%
+54.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.4% | +0.1% |
| 7D | +5.2% | -8.0% | +13.3% | +5.0% |
| 30D | +8.7% | -19.6% | +28.3% | +8.2% |
| 3M | +9.3% | -36.7% | +46.0% | +9.1% |
| 6M | +13.6% | -30.6% | +44.2% | +13.1% |
| YTD | +37.7% | -4.8% | +42.5% | +34.9% |
| 1Y | +40.6% | -13.1% | +53.8% | +38.0% |
| All | +40.6% | -14.0% | +54.7% | +38.0% |
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 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