+37.4%
CAVA vs BUD
+45.5%
-8.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | -1.5% | +0.8% | -2.3% | -1.7% |
| 30D | -3.7% | -4.8% | +1.2% | -2.9% |
| 3M | -18.3% | +1.4% | -19.7% | -18.4% |
| 6M | -23.5% | +9.9% | -33.3% | -24.4% |
| YTD | +2.5% | +26.3% | -23.9% | -1.6% |
| 1Y | -8.0% | +36.1% | -44.1% | -12.6% |
| 3Y | +53.5% | +48.6% | +4.9% | +41.0% |
| All | +37.4% | +45.5% | -8.1% | +26.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling