+19.9%
CAVA vs BUD
+38.4%
-18.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +2.0% |
| 7D | +14.2% | +3.3% | +10.9% | +13.3% |
| 30D | +14.6% | +11.8% | +2.7% | +12.0% |
| 3M | -2.3% | -1.1% | -1.2% | -2.2% |
| 6M | -30.5% | +14.9% | -45.4% | -31.1% |
| YTD | +5.6% | +32.6% | -27.0% | -7.6% |
| 1Y | +19.9% | +37.2% | -17.3% | +1.6% |
| All | +19.9% | +38.4% | -18.5% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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