-21.2%
BSX vs CAVA
+41.9%
-63.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -0.5% |
| 7D | -10.1% | -8.0% | -2.1% | -9.7% |
| 30D | -16.4% | -19.6% | +3.1% | -15.4% |
| 3M | -8.9% | -36.7% | +27.8% | -6.6% |
| 6M | -38.3% | -30.6% | -7.7% | -37.2% |
| YTD | -54.9% | -4.8% | -50.1% | -55.6% |
| 1Y | -58.8% | -13.1% | -45.7% | -59.1% |
| 3Y | -21.2% | +48.8% | -70.0% | -26.6% |
| All | -21.2% | +41.9% | -63.2% | -26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling