+48.8%
CAVA vs BBIO
+154.4%
-105.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | -8.0% | -3.2% | -4.8% | -7.5% |
| 30D | -19.6% | -13.6% | -6.0% | -17.6% |
| 3M | -36.7% | +7.2% | -43.9% | -38.0% |
| 6M | -30.6% | +1.5% | -32.1% | -31.5% |
| YTD | -4.8% | -5.3% | +0.5% | -5.7% |
| 1Y | -13.1% | +37.7% | -50.8% | -21.3% |
| 3Y | +48.8% | +153.9% | -105.1% | +5.5% |
| All | +48.8% | +154.4% | -105.7% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 3y: compounded portfolio wealth divided by compounded BBIO 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…
3y analysis · Full analysis span regression · 6 months rolling