+27.6%
CAVA vs BTG
+66.2%
-38.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.4% |
| 7D | -8.0% | -3.8% | -4.3% | -7.6% |
| 30D | -19.6% | +3.6% | -23.2% | -20.0% |
| 3M | -36.7% | +32.0% | -68.7% | -39.0% |
| 6M | -30.6% | +3.4% | -33.9% | -31.5% |
| YTD | -4.8% | +20.8% | -25.6% | -8.1% |
| 1Y | -13.1% | +22.4% | -35.5% | -17.3% |
| 3Y | +48.8% | +91.7% | -42.9% | +30.1% |
| All | +27.6% | +66.2% | -38.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 all: compounded portfolio wealth divided by compounded BTG 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…
all analysis · Full analysis span regression · 6 months rolling