+27.6%
CAVA vs BEN
+49.5%
-21.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -8.0% | -3.1% | -4.9% | -6.6% |
| 30D | -19.6% | +0.2% | -19.7% | -19.6% |
| 3M | -36.7% | +6.8% | -43.5% | -39.0% |
| 6M | -30.6% | +38.1% | -68.7% | -41.7% |
| YTD | -4.8% | +44.3% | -49.1% | -21.7% |
| 1Y | -13.1% | +42.6% | -55.7% | -28.4% |
| 3Y | +48.8% | +52.3% | -3.5% | +12.5% |
| All | +27.6% | +49.5% | -21.9% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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