-13.1%
CAVA vs BBWI
-31.4%
+18.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.4% | -2.9% | +2.0% |
| 7D | -8.0% | -4.8% | -3.2% | -7.0% |
| 30D | -19.6% | +3.5% | -23.0% | -20.3% |
| 3M | -36.7% | -0.3% | -36.4% | -36.9% |
| 6M | -30.6% | -5.4% | -25.2% | -30.5% |
| YTD | -4.8% | -4.7% | -0.1% | -5.8% |
| 1Y | -13.1% | -30.5% | +17.4% | +2.7% |
| All | -13.1% | -31.4% | +18.3% | +2.7% |
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