+112.2%
USO vs CAVA
-14.0%
+126.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -1.7% |
| 7D | +9.1% | -8.0% | +17.1% | +8.0% |
| 30D | +21.7% | -19.6% | +41.2% | +18.7% |
| 3M | +20.2% | -36.7% | +56.9% | +14.9% |
| 6M | +43.4% | -30.6% | +73.9% | +38.7% |
| YTD | +124.0% | -4.8% | +128.8% | +114.6% |
| 1Y | +112.2% | -13.1% | +125.3% | +108.1% |
| All | +112.2% | -14.0% | +126.2% | +108.1% |
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 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