+29.1%
CAVA vs BIDU
-38.3%
+67.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.5% | -6.0% |
| 7D | -8.5% | -2.4% | -6.1% | -8.4% |
| 30D | -8.2% | -16.0% | +7.7% | -6.8% |
| 3M | -25.9% | -24.0% | -1.9% | -24.1% |
| 6M | -30.9% | -24.9% | -6.1% | -29.7% |
| YTD | -3.7% | -29.6% | +25.9% | -1.6% |
| 1Y | -13.4% | -15.2% | +1.7% | -13.8% |
| 3Y | +44.2% | -32.2% | +76.4% | +57.4% |
| All | +29.1% | -38.3% | +67.4% | +47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling