-32.5%
CAVA vs BDX
+8.7%
-41.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.9% | -2.6% | -3.8% |
| 7D | -12.4% | -5.4% | -7.0% | -10.8% |
| 30D | -11.2% | -2.2% | -9.0% | -10.3% |
| 3M | -33.8% | +20.1% | -53.9% | -36.6% |
| 6M | -32.5% | +9.1% | -41.6% | -23.8% |
| All | -32.5% | +8.7% | -41.2% | -23.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling