-13.1%
CAVA vs OMC
+7.0%
-20.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.0% | +3.6% |
| 7D | -8.0% | -4.4% | -3.7% | -7.4% |
| 30D | -19.6% | -7.6% | -12.0% | -18.7% |
| 3M | -36.7% | +4.5% | -41.2% | -37.1% |
| 6M | -30.6% | -0.3% | -30.3% | -30.7% |
| YTD | -4.8% | -0.1% | -4.7% | -6.2% |
| 1Y | -13.1% | +4.6% | -17.8% | -16.8% |
| All | -13.1% | +7.0% | -20.2% | -16.8% |
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