+54.9%
BP vs CAVA
+28.6%
+26.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.4% | +5.3% | +1.0% |
| 7D | +5.7% | -12.4% | +18.2% | +6.1% |
| 30D | +8.1% | -11.2% | +19.3% | +8.4% |
| 3M | +8.6% | -33.8% | +42.4% | +10.0% |
| 6M | +18.1% | -32.5% | +50.6% | +19.3% |
| YTD | +37.6% | -8.0% | +45.6% | +36.3% |
| 1Y | +39.4% | -17.1% | +56.5% | +38.5% |
| 3Y | +40.1% | +37.8% | +2.2% | +38.4% |
| All | +54.9% | +28.6% | +26.3% | +54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling