+20.8%
CAVA vs FGI
+17.8%
+3.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -25.2% | +26.7% | +2.1% |
| 7D | -1.6% | -14.4% | +12.8% | -1.3% |
| 30D | +12.9% | -11.8% | +24.6% | +13.0% |
| 3M | -19.3% | -46.2% | +26.9% | -18.4% |
| 6M | -19.5% | +5.2% | -24.6% | -21.7% |
| YTD | -0.8% | +10.5% | -11.3% | -2.3% |
| 1Y | +20.8% | +25.5% | -4.7% | +20.5% |
| All | +20.8% | +17.8% | +3.1% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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