+60.3%
FCX vs CAVA
+19.2%
+41.1%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.4% | +0.9% |
| 7D | -6.0% | +14.2% | -20.3% | -7.8% |
| 30D | -13.6% | +14.6% | -28.2% | -15.4% |
| 3M | -6.8% | -2.3% | -4.5% | -6.9% |
| 6M | +13.2% | -30.5% | +43.7% | +19.1% |
| YTD | +24.4% | +5.6% | +18.8% | +20.9% |
| 1Y | +60.3% | +19.9% | +40.4% | +50.9% |
| All | +60.3% | +19.2% | +41.1% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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