-16.0%
CAVA vs BUD
+33.7%
-49.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.4% |
| 7D | -12.4% | -3.2% | -9.2% | -11.9% |
| 30D | -11.2% | -3.7% | -7.5% | -10.6% |
| 3M | -33.8% | -4.4% | -29.3% | -33.1% |
| 6M | -32.5% | +7.7% | -40.2% | -32.7% |
| YTD | -8.0% | +23.1% | -31.0% | -15.1% |
| All | -16.0% | +33.7% | -49.8% | -20.2% |
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