-13.7%
CAVA vs IRE
-84.0%
+70.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -6.8% | +0.8% | -5.8% |
| 7D | -8.5% | +29.0% | -37.6% | -9.3% |
| 30D | -8.2% | +24.2% | -32.5% | -9.0% |
| 3M | -25.9% | -53.2% | +27.2% | -24.7% |
| 6M | -30.9% | -36.0% | +5.1% | -32.0% |
| YTD | -3.7% | -51.0% | +47.3% | -6.0% |
| All | -13.7% | -84.0% | +70.3% | -15.7% |
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