+50.5%
CAVA vs ROIV
+230.5%
-180.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.8% | -6.8% | -6.3% |
| 7D | -8.5% | +22.3% | -30.9% | -14.0% |
| 30D | -8.2% | +16.9% | -25.1% | -12.7% |
| 3M | -25.9% | +43.9% | -69.8% | -34.1% |
| 6M | -30.9% | +41.6% | -72.5% | -38.6% |
| YTD | -3.7% | +92.7% | -96.4% | -22.3% |
| 1Y | -13.4% | +210.2% | -223.6% | -40.8% |
| All | +50.5% | +230.5% | -180.1% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling