+53.8%
BX vs CAVA
+33.0%
+20.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.5% | -1.0% | +1.8% |
| 7D | -5.6% | -8.0% | +2.4% | -4.1% |
| 30D | -12.2% | -19.6% | +7.3% | -8.6% |
| 3M | +7.4% | -36.7% | +44.1% | +16.2% |
| 6M | +22.2% | -30.6% | +52.8% | +29.3% |
| YTD | -14.0% | -4.8% | -9.2% | -15.3% |
| 1Y | -27.3% | -13.1% | -14.2% | -27.6% |
| 3Y | +24.5% | +48.8% | -24.2% | +17.8% |
| All | +53.8% | +33.0% | +20.7% | +47.4% |
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