+2.0%
IBKR vs CAVA
+17.1%
-15.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -3.2% | -3.4% | -6.1% |
| 7D | -11.1% | +1.4% | -12.4% | -11.3% |
| 30D | -19.7% | +14.0% | -33.7% | -21.9% |
| 3M | -18.0% | -9.3% | -8.7% | -17.0% |
| 6M | -13.2% | -33.6% | +20.4% | -6.8% |
| YTD | +13.4% | +2.2% | +11.2% | +8.7% |
| 1Y | +2.0% | +19.1% | -17.2% | -5.3% |
| All | +2.0% | +17.1% | -15.1% | -5.3% |
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