+27.6%
CAVA vs IOT
+27.6%
+0.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.6% | +3.5% |
| 7D | -8.0% | -4.5% | -3.5% | -6.7% |
| 30D | -19.6% | -2.4% | -17.1% | -19.1% |
| 3M | -36.7% | +19.0% | -55.7% | -41.2% |
| 6M | -30.6% | +19.6% | -50.2% | -36.9% |
| YTD | -4.8% | +8.3% | -13.1% | -11.8% |
| 1Y | -13.1% | -0.8% | -12.3% | -17.5% |
| 3Y | +48.8% | +24.4% | +24.4% | +23.5% |
| All | +27.6% | +27.6% | +0.1% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 5y: compounded portfolio wealth divided by compounded IOT 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…
5y analysis · Full analysis span regression · 6 months rolling