+71.4%
FDX vs CAVA
-14.0%
+85.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.3% |
| 7D | -3.3% | -8.0% | +4.8% | -2.5% |
| 30D | -4.5% | -19.6% | +15.0% | -2.5% |
| 3M | -7.3% | -36.7% | +29.3% | -3.1% |
| 6M | +7.5% | -30.6% | +38.1% | +11.2% |
| YTD | +35.1% | -4.8% | +39.9% | +34.5% |
| 1Y | +71.4% | -13.1% | +84.5% | +74.6% |
| All | +71.4% | -14.0% | +85.5% | +74.6% |
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