+23.3%
CAVA vs BBWI
-51.3%
+74.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -3.0% | -4.0% |
| 7D | -12.4% | -8.0% | -4.4% | -10.3% |
| 30D | -11.2% | -6.6% | -4.6% | -9.8% |
| 3M | -33.8% | -2.7% | -31.1% | -33.8% |
| 6M | -32.5% | -12.8% | -19.7% | -31.1% |
| YTD | -8.0% | -10.5% | +2.5% | -7.7% |
| 1Y | -17.1% | -35.3% | +18.2% | -8.0% |
| 3Y | +37.8% | -47.7% | +85.6% | +58.4% |
| All | +23.3% | -51.3% | +74.7% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling