+29.1%
CAVA vs MOS
-18.2%
+47.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.2% | -4.8% | -5.8% |
| 7D | -8.5% | +1.7% | -10.2% | -8.8% |
| 30D | -8.2% | +11.7% | -19.9% | -10.0% |
| 3M | -25.9% | +23.2% | -49.1% | -28.6% |
| 6M | -30.9% | -1.6% | -29.3% | -31.6% |
| YTD | -3.7% | +10.8% | -14.5% | -7.2% |
| 1Y | -13.4% | -16.2% | +2.8% | -12.8% |
| 3Y | +44.2% | -24.2% | +68.5% | +40.0% |
| All | +29.1% | -18.2% | +47.3% | +30.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling