+29.1%
CAVA vs BHP
+69.4%
-40.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.3% | -6.3% | -6.1% |
| 7D | -8.5% | +0.9% | -9.4% | -8.9% |
| 30D | -8.2% | +4.0% | -12.3% | -9.7% |
| 3M | -25.9% | +11.3% | -37.2% | -29.3% |
| 6M | -30.9% | +29.3% | -60.2% | -39.1% |
| YTD | -3.7% | +59.2% | -62.9% | -22.4% |
| 1Y | -13.4% | +80.8% | -94.3% | -34.2% |
| 3Y | +44.2% | +88.0% | -43.8% | -2.4% |
| All | +29.1% | +69.4% | -40.3% | -3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling