+23.3%
CAVA vs BN
+76.5%
-53.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -3.6% |
| 7D | -12.4% | -5.9% | -6.6% | -8.7% |
| 30D | -11.2% | -15.1% | +3.9% | -0.6% |
| 3M | -33.8% | -14.6% | -19.2% | -26.4% |
| 6M | -32.5% | -8.4% | -24.1% | -29.0% |
| YTD | -8.0% | -16.8% | +8.8% | +3.0% |
| 1Y | -17.1% | -14.4% | -2.8% | -9.5% |
| 3Y | +37.8% | +70.1% | -32.3% | -2.1% |
| All | +23.3% | +76.5% | -53.2% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling