+27.6%
CAVA vs ITUB
+109.1%
-81.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.4% |
| 7D | -8.0% | +2.2% | -10.2% | -8.7% |
| 30D | -19.6% | +12.6% | -32.2% | -22.6% |
| 3M | -36.7% | +6.4% | -43.1% | -38.2% |
| 6M | -30.6% | +0.6% | -31.2% | -31.1% |
| YTD | -4.8% | +18.8% | -23.6% | -9.9% |
| 1Y | -13.1% | +31.0% | -44.1% | -20.4% |
| 3Y | +48.8% | +118.1% | -69.3% | +16.0% |
| All | +27.6% | +109.1% | -81.5% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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