-7.9%
CAVA vs BRKR
+100.6%
-108.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | +0.1% | -1.1% |
| 7D | -9.2% | +2.5% | -11.7% | -9.8% |
| 30D | -8.2% | +11.5% | -19.7% | -10.5% |
| 3M | -15.3% | -2.4% | -13.0% | -16.0% |
| 6M | -23.6% | +52.3% | -75.9% | -35.2% |
| YTD | +3.5% | +24.5% | -20.9% | -5.6% |
| 1Y | -7.9% | +97.3% | -105.2% | -29.4% |
| All | -7.9% | +100.6% | -108.5% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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