+19.9%
CAVA vs MSI
+28.6%
-8.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.5% | +2.5% |
| 7D | +14.2% | +2.8% | +11.4% | +13.6% |
| 30D | +14.6% | +9.1% | +5.4% | +12.7% |
| 3M | -2.3% | +12.5% | -14.8% | -4.6% |
| 6M | -30.5% | +14.2% | -44.7% | -32.6% |
| YTD | +5.6% | +30.7% | -25.1% | -5.5% |
| 1Y | +19.9% | +27.5% | -7.6% | +24.2% |
| All | +19.9% | +28.6% | -8.7% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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