-7.9%
CAVA vs FCUV
-81.1%
+73.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -13.7% | +12.2% | -1.5% |
| 7D | -9.2% | +62.8% | -72.1% | -9.1% |
| 30D | -8.2% | +66.5% | -74.7% | -7.9% |
| 3M | -15.3% | +459.9% | -475.3% | -13.4% |
| 6M | -23.6% | -12.4% | -11.2% | -19.5% |
| YTD | +3.5% | -47.5% | +51.1% | +9.1% |
| 1Y | -7.9% | -80.5% | +72.6% | -4.4% |
| All | -7.9% | -81.1% | +73.2% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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