+31.0%
CAVA vs OVV
+89.9%
-58.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.2% | -6.3% | -4.5% |
| 7D | -4.4% | +6.5% | -11.0% | -5.6% |
| 30D | +8.2% | -2.7% | +10.9% | +8.4% |
| 3M | -17.4% | +3.1% | -20.6% | -18.5% |
| 6M | -25.7% | +12.8% | -38.5% | -28.7% |
| YTD | -2.3% | +68.1% | -70.4% | -18.3% |
| 1Y | +17.6% | +73.6% | -56.0% | -3.0% |
| 3Y | +84.6% | +57.6% | +27.0% | +53.0% |
| All | +31.0% | +89.9% | -58.9% | +13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling