+23.3%
CAVA vs BAX
-40.7%
+64.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.6% | -4.1% |
| 7D | -12.4% | -5.4% | -7.0% | -10.7% |
| 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% | -40.5% |
| YTD | -8.0% | +26.7% | -34.7% | -16.5% |
| 1Y | -17.1% | +1.0% | -18.2% | -19.9% |
| 3Y | +37.8% | -33.9% | +71.7% | +41.7% |
| All | +23.3% | -40.7% | +64.0% | +38.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling