+19.9%
CAVA vs IVZ
+30.5%
-10.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.2% | -1.4% | +1.2% |
| 7D | +14.2% | +2.6% | +11.6% | +13.1% |
| 30D | +14.6% | -3.5% | +18.0% | +15.9% |
| 3M | -2.3% | -7.4% | +5.1% | +0.5% |
| 6M | -30.5% | +14.7% | -45.2% | -35.2% |
| YTD | +5.6% | +14.6% | -9.0% | -1.7% |
| 1Y | +19.9% | +30.7% | -10.8% | +2.3% |
| All | +19.9% | +30.5% | -10.7% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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