-7.9%
CAVA vs GFI
+45.3%
-53.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.2% |
| 7D | -9.2% | +3.1% | -12.4% | -9.7% |
| 30D | -8.2% | +27.1% | -35.3% | -11.8% |
| 3M | -15.3% | +21.2% | -36.5% | -18.3% |
| 6M | -23.6% | -4.5% | -19.1% | -24.3% |
| YTD | +3.5% | +11.7% | -8.2% | +3.9% |
| 1Y | -7.9% | +46.0% | -53.9% | -9.7% |
| All | -7.9% | +45.3% | -53.2% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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