+32.8%
ORCL vs CAVA
+34.5%
-1.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.0% | +5.5% | +0.4% |
| 7D | +10.9% | -8.5% | +19.4% | +12.5% |
| 30D | +7.0% | -8.2% | +15.2% | +8.4% |
| 3M | -21.2% | -25.9% | +4.7% | -18.0% |
| 6M | +7.4% | -30.9% | +38.3% | +12.6% |
| YTD | -16.3% | -3.7% | -12.6% | -18.0% |
| 1Y | -32.3% | -13.4% | -18.9% | -32.5% |
| 3Y | +32.6% | +44.2% | -11.7% | +39.8% |
| All | +32.8% | +34.5% | -1.8% | +40.9% |
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