+19.9%
CAVA vs BROS
-18.6%
+38.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.8% | +2.2% |
| 7D | +14.2% | +2.5% | +11.8% | +12.6% |
| 30D | +14.6% | +15.1% | -0.5% | +4.6% |
| 3M | -2.3% | -31.4% | +29.1% | +22.1% |
| 6M | -30.5% | -22.6% | -7.9% | -20.0% |
| YTD | +5.6% | -28.1% | +33.8% | +26.7% |
| 1Y | +19.9% | -20.3% | +40.1% | +31.2% |
| All | +19.9% | -18.6% | +38.5% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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