+19.9%
CAVA vs IBB
+42.2%
-22.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.1% | +1.8% |
| 7D | +14.2% | +2.2% | +12.0% | +13.3% |
| 30D | +14.6% | +6.3% | +8.2% | +12.0% |
| 3M | -2.3% | +16.3% | -18.6% | -7.9% |
| 6M | -30.5% | +30.0% | -60.5% | -38.1% |
| YTD | +5.6% | +31.1% | -25.5% | -7.6% |
| 1Y | +19.9% | +42.0% | -22.1% | +2.4% |
| All | +19.9% | +42.2% | -22.3% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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