+23.3%
CAVA vs ONTO
+157.0%
-133.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.4% | -1.0% | -3.4% |
| 7D | -12.4% | +6.5% | -19.0% | -14.2% |
| 30D | -11.2% | -15.9% | +4.7% | -6.9% |
| 3M | -33.8% | -0.2% | -33.6% | -36.7% |
| 6M | -32.5% | +38.7% | -71.3% | -43.5% |
| YTD | -8.0% | +70.4% | -78.3% | -29.0% |
| 1Y | -17.1% | +153.6% | -170.7% | -45.3% |
| 3Y | +37.8% | +109.2% | -71.4% | -11.9% |
| All | +23.3% | +157.0% | -133.7% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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