+29.1%
CAVA vs FND
-50.4%
+79.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.7% | -5.3% | -5.7% |
| 7D | -8.5% | -0.8% | -7.8% | -8.3% |
| 30D | -8.2% | -19.6% | +11.4% | +0.9% |
| 3M | -25.9% | -4.3% | -21.6% | -25.1% |
| 6M | -30.9% | -20.4% | -10.5% | -24.9% |
| YTD | -3.7% | -21.9% | +18.1% | +4.4% |
| 1Y | -13.4% | -45.2% | +31.8% | +9.7% |
| 3Y | +44.2% | -49.2% | +93.5% | +71.1% |
| All | +29.1% | -50.4% | +79.5% | +51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling