+23.3%
CAVA vs ITUB
+108.4%
-85.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.7% | -7.2% | -5.3% |
| 7D | -12.4% | +1.0% | -13.4% | -12.7% |
| 30D | -11.2% | +10.7% | -21.9% | -14.2% |
| 3M | -33.8% | +10.1% | -43.9% | -36.1% |
| 6M | -32.5% | -0.1% | -32.4% | -32.8% |
| YTD | -8.0% | +18.4% | -26.4% | -12.8% |
| 1Y | -17.1% | +31.3% | -48.4% | -24.1% |
| 3Y | +37.8% | +124.6% | -86.8% | +7.0% |
| All | +23.3% | +108.4% | -85.0% | -5.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling