+97.7%
USO vs CAVA
+41.9%
+55.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -2.1% |
| 7D | +9.1% | -8.0% | +17.1% | +8.8% |
| 30D | +21.7% | -19.6% | +41.2% | +20.9% |
| 3M | +20.2% | -36.7% | +56.9% | +19.1% |
| 6M | +43.4% | -30.6% | +73.9% | +42.2% |
| YTD | +124.0% | -4.8% | +128.8% | +120.4% |
| 1Y | +112.2% | -13.1% | +125.3% | +109.3% |
| 3Y | +97.7% | +48.8% | +48.9% | +104.0% |
| All | +97.7% | +41.9% | +55.7% | +104.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling