-13.1%
CAVA vs FE
+11.2%
-24.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.7% | +3.4% |
| 7D | -8.0% | -1.4% | -6.7% | -8.2% |
| 30D | -19.6% | -1.9% | -17.7% | -19.7% |
| 3M | -36.7% | -0.2% | -36.5% | -36.6% |
| 6M | -30.6% | -7.1% | -23.5% | -33.2% |
| YTD | -4.8% | +6.1% | -10.9% | -0.4% |
| 1Y | -13.1% | +10.1% | -23.2% | -10.7% |
| All | -13.1% | +11.2% | -24.3% | -10.7% |
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