-57.6%
FISV vs CAVA
+41.9%
-99.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.5% | +1.9% | +4.9% |
| 7D | -2.7% | -8.0% | +5.4% | -1.6% |
| 30D | 0.0% | -19.6% | +19.6% | +3.0% |
| 3M | -2.8% | -36.7% | +33.9% | +3.1% |
| 6M | -11.8% | -30.6% | +18.8% | -8.1% |
| YTD | -23.2% | -4.8% | -18.4% | -23.9% |
| 1Y | -62.0% | -13.1% | -48.9% | -62.0% |
| 3Y | -57.6% | +48.8% | -106.4% | -60.7% |
| All | -57.6% | +41.9% | -99.5% | -60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling