+19.9%
CAVA vs BIDU
-34.6%
+54.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.5% | -1.7% | +2.5% |
| 7D | +14.2% | +1.2% | +13.1% | +14.1% |
| 30D | +14.6% | -7.5% | +22.1% | +15.1% |
| 3M | -2.3% | -28.6% | +26.3% | -0.8% |
| 6M | -30.5% | -36.9% | +6.4% | -29.5% |
| YTD | +5.6% | -38.4% | +44.0% | +6.6% |
| 1Y | +19.9% | -35.7% | +55.5% | +21.5% |
| All | +19.9% | -34.6% | +54.5% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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