+54.5%
USAR vs CAVA
+17.2%
+37.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.5% | -3.3% |
| 7D | -11.6% | -8.0% | -3.6% | -11.0% |
| 30D | -15.5% | -19.6% | +4.1% | -13.9% |
| 3M | -31.0% | -36.7% | +5.7% | -28.5% |
| 6M | -26.2% | -30.6% | +4.4% | -23.8% |
| YTD | +30.8% | -4.8% | +35.5% | +32.2% |
| 1Y | +7.1% | -13.1% | +20.2% | +8.0% |
| 3Y | +53.0% | +48.8% | +4.2% | +50.7% |
| All | +54.5% | +17.2% | +37.3% | +52.1% |
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