+48.8%
CAVA vs BR
-5.3%
+54.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | -8.0% | -3.0% | -5.1% | -7.0% |
| 30D | -19.6% | -0.3% | -19.3% | -19.4% |
| 3M | -36.7% | +17.3% | -54.0% | -40.9% |
| 6M | -30.6% | -6.7% | -23.9% | -28.3% |
| YTD | -4.8% | -23.4% | +18.7% | +9.3% |
| 1Y | -13.1% | -32.7% | +19.5% | +8.2% |
| 3Y | +48.8% | -5.9% | +54.7% | +47.5% |
| All | +48.8% | -5.3% | +54.1% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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