+27.6%
CAVA vs BAX
-41.6%
+69.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +4.0% |
| 7D | -8.0% | -7.9% | -0.2% | -5.4% |
| 30D | -19.6% | -11.7% | -7.9% | -16.1% |
| 3M | -36.7% | +16.2% | -52.9% | -40.4% |
| 6M | -30.6% | +32.0% | -62.6% | -37.8% |
| YTD | -4.8% | +24.7% | -29.5% | -13.2% |
| 1Y | -13.1% | -2.6% | -10.5% | -15.1% |
| 3Y | +48.8% | -35.0% | +83.7% | +53.7% |
| All | +27.6% | -41.6% | +69.2% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling