-26.7%
CAVA vs INIO
-40.3%
+13.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.7% | +1.2% | -4.2% |
| 7D | -12.4% | -3.4% | -9.1% | -12.2% |
| 30D | -11.2% | -28.6% | +17.4% | -10.7% |
| 3M | -33.8% | -37.6% | +3.8% | -34.2% |
| All | -26.7% | -40.3% | +13.7% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling