+55.3%
ON vs CAVA
-14.0%
+69.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.5% | +5.0% | +8.1% |
| 7D | +2.4% | -8.0% | +10.4% | +3.3% |
| 30D | -8.6% | -19.6% | +10.9% | -6.5% |
| 3M | -34.3% | -36.7% | +2.3% | -31.1% |
| 6M | +28.5% | -30.6% | +59.1% | +32.7% |
| YTD | +40.6% | -4.8% | +45.4% | +32.0% |
| 1Y | +55.3% | -13.1% | +68.4% | +52.7% |
| All | +55.3% | -14.0% | +69.4% | +52.7% |
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