+48.8%
CAVA vs INVH
-9.7%
+58.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | -8.0% | -3.0% | -5.0% | -6.7% |
| 30D | -19.6% | -7.5% | -12.0% | -16.6% |
| 3M | -36.7% | -5.5% | -31.2% | -35.0% |
| 6M | -30.6% | +11.7% | -42.3% | -33.8% |
| YTD | -4.8% | +1.3% | -6.1% | -5.6% |
| 1Y | -13.1% | -6.1% | -7.0% | -10.5% |
| 3Y | +48.8% | -9.8% | +58.5% | +53.0% |
| All | +48.8% | -9.7% | +58.5% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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