+19.9%
CAVA vs FE
+6.1%
+13.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +14.2% | +1.7% | +12.6% | +14.3% |
| 30D | +14.6% | +8.1% | +6.5% | +15.0% |
| 3M | -2.3% | -1.3% | -1.0% | -2.6% |
| 6M | -30.5% | +2.9% | -33.4% | -30.9% |
| YTD | +5.6% | +8.6% | -2.9% | +12.4% |
| 1Y | +19.9% | +6.3% | +13.5% | +25.0% |
| All | +19.9% | +6.1% | +13.8% | +25.0% |
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