+29.1%
CAVA vs BN
+78.7%
-49.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.9% | -4.1% | -4.7% |
| 7D | -8.5% | -3.0% | -5.5% | -6.6% |
| 30D | -8.2% | -13.0% | +4.8% | +1.0% |
| 3M | -25.9% | -15.2% | -10.7% | -17.3% |
| 6M | -30.9% | -5.9% | -25.0% | -28.7% |
| YTD | -3.7% | -15.8% | +12.1% | +6.9% |
| 1Y | -13.4% | -12.2% | -1.3% | -7.2% |
| 3Y | +44.2% | +72.2% | -28.0% | +1.6% |
| All | +29.1% | +78.7% | -49.6% | -8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling