+27.6%
CAVA vs BIDU
-38.7%
+66.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.4% |
| 7D | -8.0% | -8.1% | +0.1% | -7.3% |
| 30D | -19.6% | -12.8% | -6.7% | -18.6% |
| 3M | -36.7% | -21.3% | -15.4% | -35.4% |
| 6M | -30.6% | -27.0% | -3.6% | -29.2% |
| YTD | -4.8% | -30.0% | +25.3% | -2.6% |
| 1Y | -13.1% | -18.3% | +5.1% | -13.1% |
| 3Y | +48.8% | -33.8% | +82.6% | +64.4% |
| All | +27.6% | -38.7% | +66.4% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling