-13.1%
CAVA vs IRM
+22.0%
-35.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.0% | +1.5% | +2.7% |
| 7D | -8.0% | -1.4% | -6.6% | -7.5% |
| 30D | -19.6% | -7.4% | -12.2% | -17.4% |
| 3M | -36.7% | -7.4% | -29.3% | -35.3% |
| 6M | -30.6% | +8.7% | -39.2% | -33.5% |
| YTD | -4.8% | +40.9% | -45.7% | -19.3% |
| 1Y | -13.1% | +20.5% | -33.6% | -23.1% |
| All | -13.1% | +22.0% | -35.2% | -23.1% |
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