-7.9%
CAVA vs MGY
+15.5%
-23.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.4% |
| 7D | -9.2% | +2.1% | -11.3% | -9.4% |
| 30D | -8.2% | +13.8% | -22.0% | -8.6% |
| 3M | -15.3% | -4.3% | -11.0% | -14.2% |
| 6M | -23.6% | -5.1% | -18.5% | -24.0% |
| YTD | +3.5% | +24.8% | -21.3% | -5.7% |
| 1Y | -7.9% | +11.8% | -19.7% | -14.5% |
| All | -7.9% | +15.5% | -23.4% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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