-13.1%
CAVA vs BN
-14.1%
+1.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.0% | +3.2% |
| 7D | -8.0% | -5.2% | -2.8% | -5.0% |
| 30D | -19.6% | -14.5% | -5.1% | -11.9% |
| 3M | -36.7% | -15.0% | -21.7% | -30.5% |
| 6M | -30.6% | -5.4% | -25.2% | -29.3% |
| YTD | -4.8% | -16.4% | +11.6% | +3.5% |
| 1Y | -13.1% | -16.2% | +3.1% | -7.2% |
| All | -13.1% | -14.1% | +1.0% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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