+27.6%
CAVA vs MOH
-26.5%
+54.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.0% | +1.5% | +3.4% |
| 7D | -8.0% | +1.7% | -9.7% | -8.1% |
| 30D | -19.6% | -0.9% | -18.7% | -19.5% |
| 3M | -36.7% | +5.7% | -42.4% | -36.7% |
| 6M | -30.6% | +39.1% | -69.7% | -30.8% |
| YTD | -4.8% | +17.7% | -22.5% | -5.0% |
| 1Y | -13.1% | +8.4% | -21.5% | -13.6% |
| 3Y | +48.8% | -36.6% | +85.3% | +50.2% |
| All | +27.6% | -26.5% | +54.1% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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