+37.4%
CAVA vs ONTO
+168.7%
-131.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -2.5% |
| 7D | -1.5% | +9.7% | -11.2% | -4.4% |
| 30D | -3.7% | -8.8% | +5.2% | -1.7% |
| 3M | -18.3% | +4.5% | -22.8% | -23.1% |
| 6M | -23.5% | +56.4% | -79.9% | -38.5% |
| YTD | +2.5% | +78.1% | -75.6% | -22.0% |
| 1Y | -8.0% | +171.3% | -179.2% | -40.5% |
| 3Y | +53.5% | +118.7% | -65.2% | -3.3% |
| All | +37.4% | +168.7% | -131.3% | -20.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling