+24.2%
FIX vs CAVA
+18.8%
+5.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.5% |
| 7D | +9.4% | -1.6% | +11.0% | +9.6% |
| 30D | -27.8% | +12.9% | -40.6% | -28.6% |
| 3M | -35.6% | -19.3% | -16.2% | -34.5% |
| 6M | -45.2% | -19.5% | -25.8% | -44.7% |
| YTD | +19.5% | -0.8% | +20.3% | +20.2% |
| 1Y | +24.2% | +20.8% | +3.4% | +23.7% |
| All | +24.2% | +18.8% | +5.4% | +23.7% |
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