+64.0%
IBIT vs CAVA
+28.7%
+35.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.1% | -0.3% |
| 7D | -5.8% | -12.4% | +6.7% | -2.8% |
| 30D | +21.5% | -11.2% | +32.7% | +24.3% |
| 3M | +24.5% | -33.8% | +58.3% | +35.7% |
| 6M | +10.0% | -32.5% | +42.5% | +18.5% |
| YTD | -12.0% | -8.0% | -4.0% | -13.2% |
| 1Y | -32.3% | -17.1% | -15.2% | -31.8% |
| All | +64.0% | +28.7% | +35.4% | +45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling