+19.9%
CAVA vs FFIV
+33.5%
-13.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.8% |
| 7D | +14.2% | -9.8% | +24.0% | +14.6% |
| 30D | +14.6% | -28.1% | +42.7% | +15.7% |
| 3M | -2.3% | -20.0% | +17.7% | -3.0% |
| 6M | -30.5% | -0.1% | -30.4% | -36.5% |
| YTD | +5.6% | +29.2% | -23.6% | -13.7% |
| 1Y | +19.9% | +36.6% | -16.7% | -5.9% |
| All | +19.9% | +33.5% | -13.6% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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