+38.8%
CAVA vs FGI
-18.1%
+56.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.5% | -9.0% | -1.6% |
| 7D | -9.2% | +0.5% | -9.8% | -9.2% |
| 30D | -8.2% | +65.4% | -73.6% | -9.6% |
| 3M | -15.3% | +23.5% | -38.8% | -16.5% |
| 6M | -23.6% | +60.5% | -84.1% | -24.7% |
| YTD | +3.5% | +30.0% | -26.5% | +2.1% |
| 1Y | -7.9% | +82.1% | -89.9% | -8.8% |
| 3Y | +38.7% | -4.4% | +43.0% | +40.1% |
| All | +38.8% | -18.1% | +56.9% | +36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling