+38.6%
MA vs CAVA
+43.5%
-4.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.0% | +5.4% | 0.0% |
| 7D | -3.5% | -8.5% | +5.0% | -2.7% |
| 30D | +0.8% | -8.2% | +9.0% | +1.4% |
| 3M | +14.8% | -25.9% | +40.7% | +17.5% |
| 6M | +10.0% | -30.9% | +40.9% | +13.0% |
| YTD | -0.1% | -3.7% | +3.6% | -1.2% |
| 1Y | -2.2% | -13.4% | +11.2% | -2.7% |
| All | +38.6% | +43.5% | -4.9% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 3y: compounded portfolio wealth divided by compounded CAVA 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…
3y analysis · Full analysis span regression · 6 months rolling