+591.9%
FIX vs CAVA
+48.5%
+543.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.4% | +4.0% | +8.1% |
| 7D | -7.2% | +0.5% | -7.7% | -7.4% |
| 30D | -35.1% | +16.2% | -51.4% | -37.8% |
| 3M | -34.3% | -0.1% | -34.2% | -35.0% |
| 6M | -42.9% | -21.5% | -21.5% | -40.7% |
| YTD | +19.5% | +6.2% | +13.2% | +11.2% |
| 1Y | +16.8% | +28.2% | -11.4% | +2.0% |
| 3Y | +506.7% | +97.7% | +409.0% | +440.8% |
| All | +591.9% | +48.5% | +543.5% | +540.7% |
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 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