+27.6%
CAVA vs OVV
+85.5%
-57.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.6% |
| 7D | -8.0% | -1.7% | -6.4% | -7.7% |
| 30D | -19.6% | +0.8% | -20.3% | -19.7% |
| 3M | -36.7% | +13.3% | -49.9% | -38.9% |
| 6M | -30.6% | +16.9% | -47.5% | -34.4% |
| YTD | -4.8% | +64.3% | -69.1% | -19.6% |
| 1Y | -13.1% | +54.2% | -67.3% | -25.3% |
| 3Y | +48.8% | +51.3% | -2.6% | +25.8% |
| All | +27.6% | +85.5% | -57.9% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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