+37.4%
CAVA vs IVZ
+127.1%
-89.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | +0.1% |
| 7D | -1.5% | +1.1% | -2.6% | -2.1% |
| 30D | -3.7% | +3.1% | -6.7% | -5.2% |
| 3M | -18.3% | +18.2% | -36.5% | -25.9% |
| 6M | -23.5% | +38.6% | -62.1% | -37.1% |
| YTD | +2.5% | +25.9% | -23.4% | -11.2% |
| 1Y | -8.0% | +51.7% | -59.6% | -28.5% |
| 3Y | +53.5% | +138.7% | -85.2% | -15.3% |
| All | +37.4% | +127.1% | -89.8% | -19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling