+119.7%
OKTA vs CAVA
+19.2%
+100.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.0% | +0.8% |
| 7D | -14.2% | +14.2% | -28.4% | -14.0% |
| 30D | -12.5% | +14.6% | -27.0% | -12.3% |
| 3M | +29.2% | -2.3% | +31.5% | +29.9% |
| 6M | +147.3% | -30.5% | +177.9% | +154.2% |
| YTD | +120.9% | +5.6% | +115.3% | +109.3% |
| 1Y | +119.7% | +19.9% | +99.8% | +101.8% |
| All | +119.7% | +19.2% | +100.5% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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