+50.5%
CAVA vs MSI
+68.0%
-17.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.7% | -5.4% | -5.7% |
| 7D | -8.5% | -4.0% | -4.6% | -6.7% |
| 30D | -8.2% | -0.5% | -7.8% | -8.2% |
| 3M | -25.9% | +11.4% | -37.3% | -30.7% |
| 6M | -30.9% | +1.0% | -31.9% | -31.8% |
| YTD | -3.7% | +20.7% | -24.4% | -16.0% |
| 1Y | -13.4% | -2.7% | -10.7% | -12.7% |
| All | +50.5% | +68.0% | -17.6% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling