-13.1%
CAVA vs FTV
+14.7%
-27.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.3% |
| 7D | -8.0% | -4.0% | -4.1% | -6.1% |
| 30D | -19.6% | -11.0% | -8.5% | -14.8% |
| 3M | -36.7% | -8.4% | -28.3% | -34.2% |
| 6M | -30.6% | -2.6% | -28.0% | -31.3% |
| YTD | -4.8% | -0.6% | -4.2% | -6.8% |
| 1Y | -13.1% | +11.0% | -24.1% | -20.5% |
| All | -13.1% | +14.7% | -27.8% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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