+27.6%
CAVA vs BB
+49.8%
-22.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +3.2% |
| 7D | -8.0% | -0.4% | -7.6% | -7.9% |
| 30D | -19.6% | -12.5% | -7.0% | -17.9% |
| 3M | -36.7% | -17.4% | -19.2% | -35.5% |
| 6M | -30.6% | +119.1% | -149.7% | -43.2% |
| YTD | -4.8% | +102.4% | -107.2% | -20.8% |
| 1Y | -13.1% | +98.2% | -111.3% | -27.9% |
| 3Y | +48.8% | +46.9% | +1.8% | +25.9% |
| All | +27.6% | +49.8% | -22.2% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling