+73.1%
CAVA vs FGI
+1.5%
+71.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -1.4% |
| 7D | +0.7% | -7.0% | +7.7% | +0.8% |
| 30D | +13.6% | -4.2% | +17.8% | +13.6% |
| 3M | -4.9% | +55.6% | -60.6% | -6.6% |
| 6M | -33.9% | -3.2% | -30.8% | -34.9% |
| YTD | +0.8% | +29.1% | -28.3% | -0.9% |
| 1Y | +27.0% | +51.0% | -24.0% | +24.7% |
| 3Y | +73.1% | +1.5% | +71.5% | +78.8% |
| All | +73.1% | +1.5% | +71.5% | +78.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling