-7.9%
CAVA vs MOS
-17.5%
+9.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.7% |
| 7D | -9.2% | +9.5% | -18.8% | -10.6% |
| 30D | -8.2% | +10.4% | -18.6% | -9.8% |
| 3M | -15.3% | +12.9% | -28.2% | -17.5% |
| 6M | -23.6% | +1.2% | -24.8% | -25.3% |
| YTD | +3.5% | +9.3% | -5.8% | -3.4% |
| 1Y | -7.9% | -18.0% | +10.1% | -10.4% |
| All | -7.9% | -17.5% | +9.6% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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