-51.1%
FIS vs CAVA
+19.2%
-70.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +2.8% | -26.4% | -23.9% |
| 7D | -18.4% | +14.2% | -32.7% | -19.7% |
| 30D | -11.4% | +14.6% | -25.9% | -12.8% |
| 3M | -32.0% | -2.3% | -29.7% | -32.1% |
| 6M | -35.6% | -30.5% | -5.1% | -33.3% |
| YTD | -53.8% | +5.6% | -59.4% | -54.5% |
| 1Y | -51.1% | +19.9% | -71.0% | -52.5% |
| All | -51.1% | +19.2% | -70.3% | -52.5% |
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