-30.9%
CAVA vs FIVN
+71.4%
-102.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.8% | -3.3% | -6.0% |
| 7D | -8.5% | -9.6% | +1.0% | -8.3% |
| 30D | -8.2% | -11.9% | +3.7% | -7.9% |
| 3M | -25.9% | +40.1% | -66.0% | -26.4% |
| 6M | -30.9% | +68.3% | -99.3% | -27.0% |
| All | -30.9% | +71.4% | -102.3% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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