-7.9%
CAVA vs MDY
+17.9%
-25.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.7% |
| 7D | -9.2% | +0.1% | -9.4% | -9.3% |
| 30D | -8.2% | -1.5% | -6.7% | -6.0% |
| 3M | -15.3% | +0.8% | -16.1% | -16.5% |
| 6M | -23.6% | +7.4% | -31.0% | -31.7% |
| YTD | +3.5% | +15.2% | -11.7% | -17.0% |
| 1Y | -7.9% | +16.5% | -24.4% | -29.5% |
| All | -7.9% | +17.9% | -25.8% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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