+91.4%
USO vs CAVA
-7.9%
+99.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -0.3% |
| 7D | +9.5% | -9.2% | +18.7% | +8.2% |
| 30D | +23.6% | -8.2% | +31.7% | +22.6% |
| 3M | +3.8% | -15.3% | +19.1% | +2.8% |
| 6M | +55.0% | -23.6% | +78.6% | +51.6% |
| YTD | +105.3% | +3.5% | +101.7% | +98.7% |
| 1Y | +91.4% | -7.9% | +99.3% | +89.2% |
| All | +91.4% | -7.9% | +99.3% | +89.2% |
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