+43.8%
CAVA vs BAX
-34.3%
+78.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.6% | -4.2% |
| 7D | -12.4% | -5.4% | -7.0% | -10.8% |
| 30D | -11.2% | -12.4% | +1.2% | -7.2% |
| 3M | -33.8% | +19.1% | -52.9% | -38.2% |
| 6M | -32.5% | +38.6% | -71.1% | -40.4% |
| YTD | -8.0% | +26.7% | -34.7% | -16.4% |
| 1Y | -17.1% | +1.0% | -18.2% | -20.0% |
| All | +43.8% | -34.3% | +78.1% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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