+23.3%
CAVA vs BUD
+41.7%
-18.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.4% |
| 7D | -12.4% | -3.2% | -9.2% | -12.0% |
| 30D | -11.2% | -3.7% | -7.5% | -10.7% |
| 3M | -33.8% | -4.4% | -29.3% | -33.3% |
| 6M | -32.5% | +7.7% | -40.2% | -33.1% |
| YTD | -8.0% | +23.1% | -31.0% | -11.3% |
| 1Y | -17.1% | +33.6% | -50.8% | -21.1% |
| 3Y | +37.8% | +44.7% | -6.9% | +27.2% |
| All | +23.3% | +41.7% | -18.3% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling