+17.6%
CAVA vs FE
+4.7%
+13.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -4.4% | -0.3% | -4.1% | -4.4% |
| 30D | +8.2% | +3.9% | +4.4% | +8.5% |
| 3M | -17.4% | -0.1% | -17.3% | -17.5% |
| 6M | -25.7% | +6.1% | -31.8% | -24.9% |
| YTD | -2.3% | +8.1% | -10.3% | +5.7% |
| 1Y | +17.6% | +4.4% | +13.2% | +22.0% |
| All | +17.6% | +4.7% | +13.0% | +22.0% |
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