+73.1%
CAVA vs MOD
+129.2%
-56.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.7% | -7.1% | -2.7% |
| 7D | +0.7% | -25.5% | +26.2% | +6.6% |
| 30D | +13.6% | -49.0% | +62.6% | +31.3% |
| 3M | -4.9% | -49.8% | +44.9% | +9.7% |
| 6M | -33.9% | -64.8% | +30.9% | -18.7% |
| YTD | +0.8% | -27.6% | +28.4% | -4.0% |
| 1Y | +27.0% | -35.2% | +62.2% | +23.2% |
| 3Y | +73.1% | +137.1% | -64.1% | +9.5% |
| All | +73.1% | +129.2% | -56.2% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 3y: compounded portfolio wealth divided by compounded MOD 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…
3y analysis · Full analysis span regression · 6 months rolling