-13.1%
CAVA vs BAH
-24.0%
+10.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | -8.0% | +4.3% | -12.3% | -8.6% |
| 30D | -19.6% | -2.5% | -17.1% | -19.3% |
| 3M | -36.7% | -0.9% | -35.7% | -36.1% |
| 6M | -30.6% | +1.5% | -32.0% | -31.0% |
| YTD | -4.8% | -8.0% | +3.2% | -1.6% |
| 1Y | -13.1% | -24.7% | +11.6% | -10.0% |
| All | -13.1% | -24.0% | +10.9% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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