-13.1%
CAVA vs OTIS
-19.7%
+6.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +2.8% |
| 7D | -8.0% | -3.0% | -5.1% | -7.0% |
| 30D | -19.6% | -6.0% | -13.5% | -17.9% |
| 3M | -36.7% | -0.9% | -35.8% | -36.3% |
| 6M | -30.6% | -17.3% | -13.3% | -26.8% |
| YTD | -4.8% | -19.6% | +14.8% | -1.0% |
| 1Y | -13.1% | -21.0% | +7.9% | -7.6% |
| All | -13.1% | -19.7% | +6.6% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling