+19.9%
CAVA vs OMC
+24.5%
-4.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.2% | -2.4% | +1.6% |
| 7D | +14.2% | +12.5% | +1.7% | +11.5% |
| 30D | +14.6% | +16.3% | -1.7% | +11.4% |
| 3M | -2.3% | +8.1% | -10.4% | -3.8% |
| 6M | -30.5% | +17.2% | -47.7% | -32.7% |
| YTD | +5.6% | +11.8% | -6.2% | +2.0% |
| 1Y | +19.9% | +23.9% | -4.0% | +13.6% |
| All | +19.9% | +24.5% | -4.6% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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