+29.1%
CAVA vs MDY
+51.1%
-22.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.1% | -5.0% | -4.5% |
| 7D | -8.5% | -0.8% | -7.8% | -7.4% |
| 30D | -8.2% | -3.9% | -4.4% | -2.5% |
| 3M | -25.9% | 0.0% | -25.9% | -25.9% |
| 6M | -30.9% | +8.5% | -39.5% | -39.0% |
| YTD | -3.7% | +13.2% | -16.9% | -19.8% |
| 1Y | -13.4% | +15.0% | -28.5% | -29.5% |
| 3Y | +44.2% | +49.6% | -5.3% | -19.9% |
| All | +29.1% | +51.1% | -22.0% | -26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling