+27.6%
CAVA vs FND
-50.7%
+78.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.0% |
| 7D | -8.0% | -5.8% | -2.3% | -5.6% |
| 30D | -19.6% | -20.2% | +0.6% | -11.1% |
| 3M | -36.7% | -12.0% | -24.7% | -33.6% |
| 6M | -30.6% | -18.5% | -12.1% | -25.3% |
| YTD | -4.8% | -22.3% | +17.5% | +3.5% |
| 1Y | -13.1% | -47.6% | +34.5% | +12.6% |
| 3Y | +48.8% | -49.8% | +98.5% | +78.0% |
| All | +27.6% | -50.7% | +78.3% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling