-7.9%
CAVA vs FANG
+43.7%
-51.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FANG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.4% | -1.9% |
| 7D | -9.2% | +0.8% | -10.0% | -9.1% |
| 30D | -8.2% | +7.6% | -15.8% | -6.6% |
| 3M | -15.3% | -1.3% | -14.0% | -14.6% |
| 6M | -23.6% | +14.7% | -38.3% | -22.3% |
| YTD | +3.5% | +34.8% | -31.3% | +4.3% |
| 1Y | -7.9% | +42.9% | -50.8% | -8.9% |
| All | -7.9% | +43.7% | -51.6% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FANG.
Daily Out/Under-Performance
Portfolio return minus FANG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FANG 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 FANG 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