-7.9%
CAVA vs OMC
+9.8%
-17.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -1.2% |
| 7D | -9.2% | -6.4% | -2.8% | -8.5% |
| 30D | -8.2% | +1.1% | -9.3% | -8.2% |
| 3M | -15.3% | +10.4% | -25.7% | -16.6% |
| 6M | -23.6% | -1.7% | -21.9% | -23.6% |
| YTD | +3.5% | +4.4% | -0.9% | +1.3% |
| 1Y | -7.9% | +8.4% | -16.3% | -12.7% |
| All | -7.9% | +9.8% | -17.6% | -12.7% |
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