+29.1%
CAVA vs OVV
+87.5%
-58.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.4% | -6.5% | -6.1% |
| 7D | -8.5% | -3.8% | -4.7% | -7.8% |
| 30D | -8.2% | +1.3% | -9.5% | -8.5% |
| 3M | -25.9% | +14.3% | -40.3% | -28.7% |
| 6M | -30.9% | +21.1% | -52.0% | -35.4% |
| YTD | -3.7% | +66.0% | -69.7% | -18.8% |
| 1Y | -13.4% | +59.3% | -72.7% | -26.3% |
| 3Y | +44.2% | +47.6% | -3.3% | +22.8% |
| All | +29.1% | +87.5% | -58.4% | +12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling