-7.9%
CAVA vs BRO
-24.4%
+16.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.0% |
| 7D | -9.2% | -2.6% | -6.7% | -8.5% |
| 30D | -8.2% | +0.9% | -9.1% | -8.4% |
| 3M | -15.3% | +24.8% | -40.1% | -21.5% |
| 6M | -23.6% | -0.1% | -23.5% | -24.7% |
| YTD | +3.5% | -9.7% | +13.2% | +5.1% |
| 1Y | -7.9% | -24.5% | +16.6% | -5.5% |
| All | -7.9% | -24.4% | +16.6% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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