+44.7%
IBKR vs CAVA
-7.9%
+52.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | -3.3% | -9.2% | +6.0% | -1.6% |
| 30D | +4.5% | -8.2% | +12.6% | +5.8% |
| 3M | +6.5% | -15.3% | +21.8% | +8.6% |
| 6M | +34.2% | -23.6% | +57.8% | +39.3% |
| YTD | +44.5% | +3.5% | +40.9% | +41.3% |
| 1Y | +44.7% | -7.9% | +52.6% | +41.5% |
| All | +44.7% | -7.9% | +52.6% | +41.5% |
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