+46.2%
IBIT vs CAVA
+38.7%
+7.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.1% | -3.9% |
| 7D | -9.2% | -1.6% | -7.6% | -8.9% |
| 30D | -15.8% | +12.9% | -28.7% | -18.4% |
| 3M | +8.5% | -19.3% | +27.9% | +13.4% |
| 6M | -13.7% | -19.5% | +5.8% | -11.2% |
| YTD | -21.6% | -0.8% | -20.8% | -24.4% |
| 1Y | -30.0% | +20.8% | -50.8% | -36.1% |
| All | +46.2% | +38.7% | +7.5% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling