-25.9%
CAVA vs MUZ
-58.8%
+32.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -5.9% | -0.2% | -6.3% |
| 7D | -8.5% | -16.3% | +7.7% | -9.3% |
| 30D | -8.2% | -36.4% | +28.1% | -9.7% |
| 3M | -25.9% | -62.9% | +37.0% | -27.4% |
| All | -25.9% | -58.8% | +32.9% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUZ.
Daily Out/Under-Performance
Portfolio return minus MUZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUZ 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 6mo: compounded portfolio wealth divided by compounded MUZ 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…
6mo analysis · Full analysis span regression · Available span rolling