+27.6%
CAVA vs BHP
+60.0%
-32.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | -8.0% | -3.6% | -4.4% | -6.7% |
| 30D | -19.6% | -1.2% | -18.4% | -19.2% |
| 3M | -36.7% | +1.2% | -37.9% | -37.2% |
| 6M | -30.6% | +21.4% | -52.0% | -37.2% |
| YTD | -4.8% | +50.4% | -55.2% | -21.5% |
| 1Y | -13.1% | +67.5% | -80.6% | -31.8% |
| 3Y | +48.8% | +72.8% | -24.0% | +5.1% |
| All | +27.6% | +60.0% | -32.4% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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