+19.9%
CAVA vs FTI
+57.1%
-37.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.4% | +6.1% | +2.6% |
| 7D | +14.2% | -9.7% | +23.9% | +13.9% |
| 30D | +14.6% | -8.2% | +22.8% | +14.2% |
| 3M | -2.3% | -7.8% | +5.5% | -2.4% |
| 6M | -30.5% | -13.4% | -17.1% | -29.3% |
| YTD | +5.6% | +45.1% | -39.4% | -12.3% |
| 1Y | +19.9% | +54.6% | -34.7% | -11.5% |
| All | +19.9% | +57.1% | -37.2% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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