+29.1%
CAVA vs FIVN
-58.7%
+87.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.8% | -3.3% | -5.5% |
| 7D | -8.5% | -9.6% | +1.0% | -6.7% |
| 30D | -8.2% | -11.9% | +3.7% | -6.1% |
| 3M | -25.9% | +40.1% | -66.0% | -32.1% |
| 6M | -30.9% | +68.3% | -99.3% | -41.0% |
| YTD | -3.7% | +51.5% | -55.2% | -16.2% |
| 1Y | -13.4% | +15.1% | -28.6% | -19.0% |
| 3Y | +44.2% | -55.6% | +99.8% | +63.6% |
| All | +29.1% | -58.7% | +87.8% | +51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling