-60.1%
OPEN vs CAVA
+38.6%
-98.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.5% | -5.2% | -4.2% |
| 7D | -15.0% | -1.6% | -13.4% | -14.5% |
| 30D | -40.2% | +12.9% | -53.1% | -42.4% |
| 3M | -67.4% | -19.3% | -48.1% | -65.0% |
| 6M | -74.0% | -19.5% | -54.6% | -72.7% |
| YTD | -79.6% | -0.8% | -78.8% | -80.3% |
| 1Y | -86.1% | +20.8% | -106.9% | -87.6% |
| 3Y | -41.4% | +85.7% | -127.1% | -61.4% |
| All | -60.1% | +38.6% | -98.7% | -67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling