+27.6%
CAVA vs MSI
+73.3%
-45.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.2% |
| 7D | -8.0% | -0.4% | -7.6% | -7.8% |
| 30D | -19.6% | -0.8% | -18.8% | -19.4% |
| 3M | -36.7% | +13.9% | -50.6% | -41.6% |
| 6M | -30.6% | +1.3% | -31.9% | -31.6% |
| YTD | -4.8% | +22.3% | -27.1% | -18.0% |
| 1Y | -13.1% | -3.9% | -9.3% | -11.3% |
| 3Y | +48.8% | +69.9% | -21.1% | -4.5% |
| All | +27.6% | +73.3% | -45.6% | -20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling