+23.3%
CAVA vs BNS
+119.5%
-96.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.2% | -5.0% |
| 7D | -12.4% | -2.2% | -10.2% | -10.9% |
| 30D | -11.2% | +4.5% | -15.7% | -14.4% |
| 3M | -33.8% | +14.9% | -48.7% | -40.9% |
| 6M | -32.5% | +32.5% | -65.0% | -46.2% |
| YTD | -8.0% | +28.6% | -36.6% | -25.0% |
| 1Y | -17.1% | +48.4% | -65.5% | -39.8% |
| 3Y | +37.8% | +130.8% | -93.0% | -31.5% |
| All | +23.3% | +119.5% | -96.1% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling