+84.8%
OKTA vs CAVA
+41.9%
+42.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.5% | -6.2% | -3.4% |
| 7D | -2.4% | -8.0% | +5.6% | -0.9% |
| 30D | +13.0% | -19.6% | +32.6% | +17.6% |
| 3M | +41.7% | -36.7% | +78.4% | +54.1% |
| 6M | +105.9% | -30.6% | +136.5% | +116.9% |
| YTD | +92.6% | -4.8% | +97.3% | +83.8% |
| 1Y | +81.1% | -13.1% | +94.2% | +75.9% |
| 3Y | +84.8% | +48.8% | +36.1% | +36.6% |
| All | +84.8% | +41.9% | +42.9% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling