-7.9%
CAVA vs MTB
+23.4%
-31.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | -9.2% | +1.7% | -11.0% | -10.3% |
| 30D | -8.2% | -4.2% | -4.0% | -5.4% |
| 3M | -15.3% | +8.9% | -24.2% | -21.8% |
| 6M | -23.6% | +10.9% | -34.5% | -30.8% |
| YTD | +3.5% | +21.5% | -18.0% | -11.7% |
| 1Y | -7.9% | +21.9% | -29.8% | -27.4% |
| All | -7.9% | +23.4% | -31.3% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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