+19.9%
CAVA vs MSTZ
-63.1%
+83.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.6% | +12.3% | +2.0% |
| 7D | +14.2% | +0.7% | +13.5% | +14.5% |
| 30D | +14.6% | +16.6% | -2.0% | +17.0% |
| 3M | -2.3% | -74.7% | +72.4% | -10.7% |
| 6M | -30.5% | -43.9% | +13.4% | -26.5% |
| YTD | +5.6% | -84.0% | +89.6% | -0.3% |
| 1Y | +19.9% | -65.1% | +85.0% | +18.4% |
| All | +19.9% | -63.1% | +83.0% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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