+8.2%
FOXA vs CAVA
-27.5%
+35.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.0% | +3.9% | -1.3% |
| 7D | -5.4% | -8.5% | +3.1% | -4.4% |
| 30D | +1.1% | -8.2% | +9.4% | +2.3% |
| 3M | -6.1% | -25.9% | +19.8% | -1.7% |
| 6M | +8.2% | -30.9% | +39.2% | +14.3% |
| All | +8.2% | -27.5% | +35.7% | +14.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling