-7.9%
CAVA vs IAG
+119.5%
-127.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.3% |
| 7D | -9.2% | -0.5% | -8.7% | -9.2% |
| 30D | -8.2% | +28.9% | -37.1% | -9.9% |
| 3M | -15.3% | +19.1% | -34.5% | -16.8% |
| 6M | -23.6% | -10.3% | -13.3% | -23.9% |
| YTD | +3.5% | +24.2% | -20.7% | +3.1% |
| 1Y | -7.9% | +116.5% | -124.4% | -10.1% |
| All | -7.9% | +119.5% | -127.4% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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