+48.8%
CAVA vs IVZ
+134.7%
-85.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.0% |
| 7D | -8.0% | -2.4% | -5.6% | -6.9% |
| 30D | -19.6% | +3.0% | -22.6% | -20.7% |
| 3M | -36.7% | +14.9% | -51.5% | -41.3% |
| 6M | -30.6% | +36.7% | -67.3% | -41.6% |
| YTD | -4.8% | +25.7% | -30.5% | -16.4% |
| 1Y | -13.1% | +47.7% | -60.8% | -30.0% |
| 3Y | +48.8% | +138.8% | -90.1% | -16.9% |
| All | +48.8% | +134.7% | -85.9% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling