+27.0%
CAVA vs BRKR
+53.7%
-26.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.6% | -7.0% | -2.5% |
| 7D | +0.7% | +7.4% | -6.7% | -0.9% |
| 30D | +13.6% | +2.7% | +10.9% | +12.6% |
| 3M | -4.9% | +19.7% | -24.6% | -8.8% |
| 6M | -33.9% | +45.2% | -79.1% | -41.8% |
| YTD | +0.8% | +30.6% | -29.8% | -8.1% |
| 1Y | +27.0% | +56.6% | -29.7% | -3.5% |
| All | +27.0% | +53.7% | -26.7% | -3.5% |
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