+80.7%
IVV vs CAVA
+43.2%
+37.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | +0.5% | -1.5% | +2.0% | +0.7% |
| 30D | -1.0% | -3.7% | +2.7% | -0.8% |
| 3M | +3.9% | -18.3% | +22.2% | +5.5% |
| 6M | +14.5% | -23.5% | +38.0% | +16.9% |
| YTD | +12.9% | +2.5% | +10.4% | +10.7% |
| 1Y | +19.4% | -8.0% | +27.3% | +18.1% |
| 3Y | +78.8% | +53.5% | +25.3% | +70.0% |
| All | +80.7% | +43.2% | +37.5% | +73.1% |
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