+36.6%
CAVA vs ROIV
+334.6%
-298.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.4% |
| 7D | -3.5% | +9.5% | -13.0% | -5.7% |
| 30D | +13.8% | +21.0% | -7.2% | +8.2% |
| 3M | -1.7% | +18.7% | -20.4% | -6.7% |
| 6M | -25.2% | +44.5% | -69.8% | -33.4% |
| YTD | +1.9% | +92.9% | -91.0% | -16.5% |
| 1Y | +21.4% | +100.2% | -78.8% | -1.7% |
| 3Y | +92.5% | +375.0% | -282.6% | +22.9% |
| All | +36.6% | +334.6% | -298.0% | -7.5% |
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