-7.9%
CAVA vs FE
+11.4%
-19.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.6% |
| 7D | -9.2% | +1.9% | -11.2% | -9.0% |
| 30D | -8.2% | -1.2% | -7.0% | -8.3% |
| 3M | -15.3% | +3.5% | -18.8% | -14.9% |
| 6M | -23.6% | -6.1% | -17.5% | -26.5% |
| YTD | +3.5% | +7.6% | -4.1% | +8.4% |
| 1Y | -7.9% | +11.9% | -19.8% | -5.0% |
| All | -7.9% | +11.4% | -19.3% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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