+33.0%
CAVA vs ROIV
+310.5%
-277.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | -1.6% | +1.7% | -3.2% | -1.9% |
| 30D | +12.9% | +17.6% | -4.7% | +8.2% |
| 3M | -19.3% | +9.0% | -28.3% | -21.8% |
| 6M | -19.5% | +35.3% | -54.7% | -27.0% |
| YTD | -0.8% | +82.2% | -82.9% | -17.5% |
| 1Y | +20.8% | +92.3% | -71.5% | -1.2% |
| 3Y | +85.7% | +336.8% | -251.1% | +20.6% |
| All | +33.0% | +310.5% | -277.5% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling