+69.4%
USAR vs CAVA
+18.5%
+50.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.0% | +2.6% | -2.9% |
| 7D | -4.4% | -8.5% | +4.1% | -3.7% |
| 30D | -10.4% | -8.2% | -2.2% | -9.7% |
| 3M | -18.4% | -25.9% | +7.5% | -16.4% |
| 6M | -8.8% | -30.9% | +22.1% | -5.8% |
| YTD | +43.4% | -3.7% | +47.1% | +44.8% |
| 1Y | +21.0% | -13.4% | +34.4% | +21.9% |
| 3Y | +67.7% | +44.2% | +23.5% | +65.0% |
| All | +69.4% | +18.5% | +50.9% | +66.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling