-61.1%
FISV vs CAVA
-7.9%
-53.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.8% |
| 7D | -0.3% | -9.2% | +8.9% | +1.5% |
| 30D | -2.1% | -8.2% | +6.1% | -0.6% |
| 3M | -5.7% | -15.3% | +9.6% | -3.6% |
| 6M | -15.3% | -23.6% | +8.3% | -12.0% |
| YTD | -21.1% | +3.5% | -24.6% | -26.9% |
| 1Y | -61.1% | -7.9% | -53.2% | -61.7% |
| All | -61.1% | -7.9% | -53.1% | -61.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling