-8.5%
BX vs CAVA
+19.2%
-27.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.5% | +5.8% |
| 7D | +8.3% | +14.2% | -6.0% | +6.1% |
| 30D | +13.5% | +14.6% | -1.0% | +11.0% |
| 3M | -7.6% | -2.3% | -5.3% | -7.7% |
| 6M | +4.0% | -30.5% | +34.5% | +9.0% |
| YTD | -15.2% | +5.6% | -20.8% | -17.7% |
| 1Y | -8.5% | +19.9% | -28.4% | -13.7% |
| All | -8.5% | +19.2% | -27.7% | -13.7% |
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