+27.6%
CAVA vs BBAI
+28.7%
-1.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +3.3% |
| 7D | -8.0% | -1.7% | -6.3% | -7.8% |
| 30D | -19.6% | -12.0% | -7.6% | -18.4% |
| 3M | -36.7% | -30.7% | -6.0% | -34.2% |
| 6M | -30.6% | -30.7% | +0.1% | -28.5% |
| YTD | -4.8% | -46.9% | +42.1% | +0.6% |
| 1Y | -13.1% | -41.1% | +27.9% | -10.9% |
| 3Y | +48.8% | +65.9% | -17.1% | +9.5% |
| All | +27.6% | +28.7% | -1.1% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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