+48.8%
CAVA vs BRKR
-11.8%
+60.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.5% |
| 7D | -8.0% | -8.7% | +0.6% | -6.1% |
| 30D | -19.6% | -9.9% | -9.7% | -17.7% |
| 3M | -36.7% | -3.1% | -33.6% | -36.8% |
| 6M | -30.6% | +45.5% | -76.1% | -38.0% |
| YTD | -4.8% | +13.7% | -18.5% | -10.0% |
| 1Y | -13.1% | +67.4% | -80.6% | -24.6% |
| 3Y | +48.8% | -13.2% | +62.0% | +31.9% |
| All | +48.8% | -11.8% | +60.5% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling