-58.5%
FIG vs CAVA
-14.0%
-44.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.5% | +1.3% | +4.0% |
| 7D | -3.8% | -8.0% | +4.2% | -2.0% |
| 30D | -2.3% | -19.6% | +17.2% | +2.4% |
| 3M | +20.0% | -36.7% | +56.6% | +33.1% |
| 6M | -16.7% | -30.6% | +13.9% | -11.7% |
| YTD | -37.9% | -4.8% | -33.1% | -41.4% |
| 1Y | -58.5% | -13.1% | -45.4% | -57.4% |
| All | -58.5% | -14.0% | -44.5% | -57.4% |
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