-13.1%
CAVA vs ROIV
+195.2%
-208.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.5% |
| 7D | -8.0% | +16.9% | -24.9% | -10.8% |
| 30D | -19.6% | +12.9% | -32.4% | -21.6% |
| 3M | -36.7% | +37.3% | -74.0% | -41.2% |
| 6M | -30.6% | +38.0% | -68.6% | -36.1% |
| YTD | -4.8% | +88.1% | -92.9% | -16.6% |
| 1Y | -13.1% | +183.3% | -196.4% | -24.2% |
| All | -13.1% | +195.2% | -208.3% | -24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling