-7.9%
CAVA vs BBWI
-34.3%
+26.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -2.1% |
| 7D | -9.2% | +1.5% | -10.7% | -9.5% |
| 30D | -8.2% | -5.2% | -3.0% | -7.2% |
| 3M | -15.3% | +11.1% | -26.4% | -17.6% |
| 6M | -23.6% | -13.4% | -10.2% | -21.8% |
| YTD | +3.5% | +0.1% | +3.4% | +1.4% |
| 1Y | -7.9% | -36.1% | +28.2% | +5.3% |
| All | -7.9% | -34.3% | +26.4% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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