-13.1%
CAVA vs BDX
+22.7%
-35.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.2% |
| 7D | -8.0% | -3.2% | -4.9% | -7.0% |
| 30D | -19.6% | -2.5% | -17.0% | -18.8% |
| 3M | -36.7% | +21.4% | -58.1% | -40.2% |
| 6M | -30.6% | +10.4% | -41.0% | -31.6% |
| YTD | -4.8% | +18.8% | -23.6% | -10.9% |
| 1Y | -13.1% | +21.7% | -34.8% | -20.5% |
| All | -13.1% | +22.7% | -35.9% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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