+48.8%
CAVA vs BNS
+130.5%
-81.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.0% |
| 7D | -8.0% | -0.4% | -7.6% | -7.8% |
| 30D | -19.6% | +3.5% | -23.0% | -21.8% |
| 3M | -36.7% | +14.1% | -50.7% | -42.8% |
| 6M | -30.6% | +33.8% | -64.4% | -44.4% |
| YTD | -4.8% | +29.5% | -34.2% | -21.9% |
| 1Y | -13.1% | +48.4% | -61.5% | -35.7% |
| 3Y | +48.8% | +129.6% | -80.8% | -24.2% |
| All | +48.8% | +130.5% | -81.7% | -24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling