+37.4%
CAVA vs MUB
+7.8%
+29.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.5% | -0.3% | -1.2% | -1.1% |
| 30D | -3.7% | -1.5% | -2.1% | -1.6% |
| 3M | -18.3% | -1.9% | -16.4% | -16.1% |
| 6M | -23.5% | -1.7% | -21.8% | -21.6% |
| YTD | +2.5% | -0.8% | +3.3% | +4.1% |
| 1Y | -8.0% | +1.5% | -9.4% | -8.4% |
| 3Y | +53.5% | +8.8% | +44.7% | +35.7% |
| All | +37.4% | +7.8% | +29.6% | +21.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling