+27.6%
CAVA vs BUD
+42.7%
-15.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.7% | +3.4% |
| 7D | -8.0% | -2.6% | -5.4% | -7.6% |
| 30D | -19.6% | -1.2% | -18.4% | -19.4% |
| 3M | -36.7% | -4.9% | -31.8% | -36.2% |
| 6M | -30.6% | +9.3% | -39.8% | -31.3% |
| YTD | -4.8% | +24.0% | -28.8% | -8.3% |
| 1Y | -13.1% | +34.5% | -47.7% | -17.3% |
| 3Y | +48.8% | +43.7% | +5.1% | +37.3% |
| All | +27.6% | +42.7% | -15.1% | +17.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling