+27.6%
CAVA vs MDY
+50.9%
-23.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +2.3% |
| 7D | -8.0% | -1.9% | -6.2% | -5.3% |
| 30D | -19.6% | -4.6% | -14.9% | -13.5% |
| 3M | -36.7% | -1.2% | -35.4% | -35.5% |
| 6M | -30.6% | +9.2% | -39.8% | -39.3% |
| YTD | -4.8% | +13.1% | -17.8% | -20.5% |
| 1Y | -13.1% | +13.0% | -26.1% | -27.3% |
| 3Y | +48.8% | +49.2% | -0.4% | -16.9% |
| All | +27.6% | +50.9% | -23.3% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling