+23.3%
CAVA vs BR
+13.6%
+9.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.5% |
| 7D | -12.4% | -6.0% | -6.5% | -10.6% |
| 30D | -11.2% | -0.9% | -10.3% | -10.9% |
| 3M | -33.8% | +16.4% | -50.2% | -37.7% |
| 6M | -32.5% | -8.2% | -24.3% | -30.0% |
| YTD | -8.0% | -23.2% | +15.2% | +4.1% |
| 1Y | -17.1% | -30.9% | +13.8% | -0.5% |
| 3Y | +37.8% | -5.0% | +42.8% | +37.7% |
| All | +23.3% | +13.6% | +9.7% | +28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling