+27.6%
CAVA vs FWONK
+26.3%
+1.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | -8.0% | +0.1% | -8.1% | -8.1% |
| 30D | -19.6% | -7.7% | -11.8% | -17.0% |
| 3M | -36.7% | +5.7% | -42.4% | -37.8% |
| 6M | -30.6% | +13.5% | -44.0% | -33.8% |
| YTD | -4.8% | -3.0% | -1.8% | -4.2% |
| 1Y | -13.1% | -6.4% | -6.7% | -11.6% |
| 3Y | +48.8% | +43.8% | +4.9% | +31.4% |
| All | +27.6% | +26.3% | +1.3% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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