-27.5%
IBIT vs CAVA
-7.9%
-19.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.1% |
| 7D | +3.0% | -9.2% | +12.3% | +4.9% |
| 30D | +23.1% | -8.2% | +31.3% | +24.7% |
| 3M | +25.6% | -15.3% | +40.9% | +27.3% |
| 6M | +9.1% | -23.6% | +32.7% | +13.0% |
| YTD | -8.9% | +3.5% | -12.4% | -11.7% |
| 1Y | -27.5% | -7.9% | -19.6% | -27.6% |
| All | -27.5% | -7.9% | -19.5% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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