-7.9%
CAVA vs BNS
+52.2%
-60.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -0.7% |
| 7D | -9.2% | +1.5% | -10.8% | -10.1% |
| 30D | -8.2% | +6.0% | -14.1% | -11.5% |
| 3M | -15.3% | +16.3% | -31.7% | -24.1% |
| 6M | -23.6% | +28.8% | -52.4% | -37.1% |
| YTD | +3.5% | +30.0% | -26.4% | -14.2% |
| 1Y | -7.9% | +50.7% | -58.6% | -27.2% |
| All | -7.9% | +52.2% | -60.1% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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