-49.8%
USAR vs CAVA
+19.2%
-69.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.8% | -8.6% | -6.5% |
| 7D | -21.8% | +14.2% | -36.0% | -24.4% |
| 30D | -39.9% | +14.6% | -54.5% | -42.1% |
| 3M | -52.5% | -2.3% | -50.2% | -52.6% |
| 6M | -67.9% | -30.5% | -37.4% | -65.2% |
| YTD | -31.1% | +5.6% | -36.7% | -35.9% |
| 1Y | -49.8% | +19.9% | -69.7% | -55.6% |
| All | -49.8% | +19.2% | -69.0% | -55.6% |
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 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