-13.1%
CAVA vs BWA
+55.6%
-68.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +3.3% |
| 7D | -8.0% | -1.3% | -6.7% | -7.9% |
| 30D | -19.6% | -2.9% | -16.6% | -19.3% |
| 3M | -36.7% | -10.7% | -26.0% | -35.9% |
| 6M | -30.6% | +26.5% | -57.0% | -34.6% |
| YTD | -4.8% | +49.1% | -53.9% | -18.6% |
| 1Y | -13.1% | +52.1% | -65.2% | -27.8% |
| All | -13.1% | +55.6% | -68.7% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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