+36.6%
CAVA vs MAS
+63.0%
-26.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -3.5% | -1.8% | -1.7% | -2.5% |
| 30D | +13.8% | +23.6% | -9.8% | +1.9% |
| 3M | -1.7% | +12.4% | -14.1% | -7.6% |
| 6M | -25.2% | +21.9% | -47.1% | -33.6% |
| YTD | +1.9% | +36.1% | -34.2% | -17.6% |
| 1Y | +21.4% | +39.5% | -18.1% | -3.4% |
| 3Y | +92.5% | +59.1% | +33.3% | +31.4% |
| All | +36.6% | +63.0% | -26.4% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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