+104.3%
FOXA vs CAVA
+33.0%
+71.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.3% | +1.0% |
| 7D | +0.8% | -8.0% | +8.8% | +1.2% |
| 30D | +5.0% | -19.6% | +24.6% | +6.1% |
| 3M | -3.0% | -36.7% | +33.7% | -1.0% |
| 6M | +14.8% | -30.6% | +45.3% | +16.6% |
| YTD | -8.9% | -4.8% | -4.1% | -9.1% |
| 1Y | +13.3% | -13.1% | +26.4% | +13.5% |
| 3Y | +115.4% | +48.8% | +66.6% | +110.8% |
| All | +104.3% | +33.0% | +71.3% | +100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling