-25.2%
CAVA vs BAM
+7.7%
-33.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | -0.1% |
| 7D | -3.5% | -2.9% | -0.7% | -2.1% |
| 30D | +13.8% | +14.7% | -0.9% | +7.6% |
| 3M | -1.7% | -4.1% | +2.5% | -4.0% |
| 6M | -25.2% | +9.6% | -34.8% | -27.7% |
| All | -25.2% | +7.7% | -33.0% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 6mo: compounded portfolio wealth divided by compounded BAM 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…
6mo analysis · Full analysis span regression · 6 months rolling