+27.6%
CAVA vs BTI
+115.1%
-87.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.4% |
| 7D | -8.0% | -0.2% | -7.8% | -8.0% |
| 30D | -19.6% | -1.1% | -18.5% | -19.4% |
| 3M | -36.7% | -8.8% | -27.9% | -35.8% |
| 6M | -30.6% | -4.0% | -26.6% | -30.3% |
| YTD | -4.8% | +0.4% | -5.1% | -4.5% |
| 1Y | -13.1% | +1.9% | -15.0% | -13.0% |
| 3Y | +48.8% | +108.5% | -59.7% | +34.2% |
| All | +27.6% | +115.1% | -87.4% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 5y: compounded portfolio wealth divided by compounded BTI 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…
5y analysis · Full analysis span regression · 6 months rolling