+19.9%
CAVA vs BB
+88.0%
-68.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +7.0% | -4.2% | +2.4% |
| 7D | +14.2% | -6.8% | +21.1% | +14.7% |
| 30D | +14.6% | -3.5% | +18.1% | +14.5% |
| 3M | -2.3% | -1.2% | -1.1% | -2.8% |
| 6M | -30.5% | +57.0% | -87.5% | -38.1% |
| YTD | +5.6% | +131.1% | -125.5% | -19.2% |
| 1Y | +19.9% | +87.6% | -67.7% | -1.9% |
| All | +19.9% | +88.0% | -68.1% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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