+903.9%
FIX vs CAVA
+34.5%
+869.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.0% | +4.0% | -0.5% |
| 7D | +3.5% | -8.5% | +12.1% | +5.9% |
| 30D | -3.5% | -8.2% | +4.7% | -1.9% |
| 3M | -11.8% | -25.9% | +14.1% | -6.0% |
| 6M | +17.8% | -30.9% | +48.7% | +27.0% |
| YTD | +73.3% | -3.7% | +77.0% | +66.5% |
| 1Y | +128.1% | -13.4% | +141.5% | +124.5% |
| 3Y | +772.7% | +44.2% | +728.4% | +723.1% |
| All | +903.9% | +34.5% | +869.3% | +858.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling