+38.8%
CAVA vs MAS
+39.1%
-0.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -2.4% |
| 7D | -9.2% | -0.8% | -8.5% | -8.8% |
| 30D | -8.2% | -5.6% | -2.6% | -5.5% |
| 3M | -15.3% | +4.4% | -19.8% | -18.4% |
| 6M | -23.6% | +7.2% | -30.8% | -28.1% |
| YTD | +3.5% | +16.1% | -12.6% | -9.0% |
| 1Y | -7.9% | +0.1% | -8.0% | -11.2% |
| 3Y | +38.7% | +28.3% | +10.4% | +18.5% |
| All | +38.8% | +39.1% | -0.3% | -2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling