-7.9%
CAVA vs IRM
+34.4%
-42.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -2.0% |
| 7D | -9.2% | -0.5% | -8.8% | -9.1% |
| 30D | -8.2% | -8.1% | -0.1% | -5.6% |
| 3M | -15.3% | -9.7% | -5.7% | -12.9% |
| 6M | -23.6% | +10.0% | -33.6% | -27.0% |
| YTD | +3.5% | +43.0% | -39.5% | -11.8% |
| 1Y | -7.9% | +32.7% | -40.6% | -21.0% |
| All | -7.9% | +34.4% | -42.3% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling