-13.1%
CAVA vs FFIV
+26.0%
-39.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.3% | +0.2% | +2.7% |
| 7D | -8.0% | +5.4% | -13.5% | -9.2% |
| 30D | -19.6% | -2.7% | -16.9% | -19.0% |
| 3M | -36.7% | +4.5% | -41.2% | -37.7% |
| 6M | -30.6% | +42.2% | -72.8% | -40.0% |
| YTD | -4.8% | +61.3% | -66.1% | -21.8% |
| 1Y | -13.1% | +23.0% | -36.2% | -23.4% |
| All | -13.1% | +26.0% | -39.1% | -23.4% |
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