+45.3%
IGV vs CAVA
+33.0%
+12.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.2% |
| 7D | -2.9% | -8.0% | +5.1% | -1.7% |
| 30D | -1.5% | -19.6% | +18.0% | +1.8% |
| 3M | +11.7% | -36.7% | +48.4% | +19.4% |
| 6M | +18.4% | -30.6% | +49.0% | +24.0% |
| YTD | -3.9% | -4.8% | +0.9% | -5.8% |
| 1Y | -9.7% | -13.1% | +3.5% | -10.4% |
| 3Y | +38.4% | +48.8% | -10.3% | +30.5% |
| All | +45.3% | +33.0% | +12.3% | +39.2% |
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