-7.9%
CAVA vs IBB
+51.5%
-59.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | -9.2% | +1.4% | -10.7% | -9.7% |
| 30D | -8.2% | +10.5% | -18.7% | -11.9% |
| 3M | -15.3% | +23.6% | -39.0% | -23.4% |
| 6M | -23.6% | +22.6% | -46.2% | -30.9% |
| YTD | +3.5% | +25.7% | -22.1% | -8.3% |
| 1Y | -7.9% | +51.4% | -59.3% | -27.2% |
| All | -7.9% | +51.5% | -59.3% | -27.2% |
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