+37.4%
CAVA vs ROIV
+330.7%
-293.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +18.8% | -19.8% | -5.8% |
| 7D | -1.5% | +20.2% | -21.7% | -6.6% |
| 30D | -3.7% | +14.1% | -17.8% | -7.4% |
| 3M | -18.3% | +45.6% | -63.9% | -27.0% |
| 6M | -23.5% | +44.1% | -67.6% | -31.7% |
| YTD | +2.5% | +91.2% | -88.7% | -15.7% |
| 1Y | -8.0% | +221.3% | -229.3% | -35.5% |
| 3Y | +53.5% | +229.2% | -175.7% | +1.9% |
| All | +37.4% | +330.7% | -293.4% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling