+27.6%
CAVA vs OTIS
-16.2%
+43.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +2.7% |
| 7D | -8.0% | -3.0% | -5.1% | -6.7% |
| 30D | -19.6% | -6.0% | -13.5% | -17.2% |
| 3M | -36.7% | -0.9% | -35.8% | -36.4% |
| 6M | -30.6% | -17.3% | -13.3% | -24.7% |
| YTD | -4.8% | -19.6% | +14.8% | +4.0% |
| 1Y | -13.1% | -21.0% | +7.9% | -4.3% |
| 3Y | +48.8% | -12.1% | +60.9% | +29.9% |
| All | +27.6% | -16.2% | +43.8% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 10y: compounded portfolio wealth divided by compounded OTIS 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…
10y analysis · Full analysis span regression · 6 months rolling