+19.9%
CAVA vs OSCR
+104.5%
-84.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.6% | -5.8% | +1.5% |
| 7D | +14.2% | +15.5% | -1.2% | +11.8% |
| 30D | +14.6% | +8.5% | +6.0% | +12.9% |
| 3M | -2.3% | +15.8% | -18.1% | -4.7% |
| 6M | -30.5% | +89.5% | -120.0% | -36.1% |
| YTD | +5.6% | +144.9% | -139.3% | -7.8% |
| 1Y | +19.9% | +105.1% | -85.2% | +4.5% |
| All | +19.9% | +104.5% | -84.6% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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