+924.6%
FIX vs CAVA
+43.2%
+881.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.6% |
| 7D | +6.1% | -1.5% | +7.6% | +6.5% |
| 30D | -2.7% | -3.7% | +1.0% | -2.3% |
| 3M | -10.9% | -18.3% | +7.4% | -7.6% |
| 6M | +29.0% | -23.5% | +52.5% | +35.4% |
| YTD | +76.9% | +2.5% | +74.4% | +67.3% |
| 1Y | +130.7% | -8.0% | +138.7% | +123.7% |
| 3Y | +790.7% | +53.5% | +737.2% | +727.0% |
| All | +924.6% | +43.2% | +881.4% | +863.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling