+19.9%
CAVA vs MUB
+0.1%
+19.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.3% | +1.3% |
| 7D | +14.2% | +0.6% | +13.7% | +12.0% |
| 30D | +14.6% | +3.2% | +11.4% | +2.2% |
| 3M | -2.3% | -1.1% | -1.3% | +3.5% |
| 6M | -30.5% | -1.1% | -29.4% | -25.8% |
| YTD | +5.6% | -0.5% | +6.1% | +16.2% |
| 1Y | +19.9% | 0.0% | +19.9% | +32.8% |
| All | +19.9% | +0.1% | +19.8% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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