-7.8%
CAVA vs IRE
-97.7%
+90.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -15.8% | +12.7% | -2.8% |
| 7D | +0.1% | -41.9% | +42.0% | +1.0% |
| 30D | +12.6% | -75.1% | +87.7% | +15.8% |
| 3M | -1.9% | -82.4% | +80.5% | +1.6% |
| 6M | -23.9% | -95.5% | +71.6% | -18.7% |
| YTD | +2.9% | -93.1% | +96.0% | +5.0% |
| 1Y | +21.6% | -97.8% | +119.4% | +24.9% |
| All | -7.8% | -97.7% | +90.0% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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