+68.5%
MA vs CAVA
+85.0%
-16.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | -0.8% |
| 7D | -0.5% | -4.4% | +3.9% | -0.1% |
| 30D | +7.9% | +8.2% | -0.3% | +7.1% |
| 3M | +16.8% | -17.4% | +34.2% | +18.5% |
| 6M | +31.0% | -25.7% | +56.7% | +33.7% |
| YTD | +15.0% | -2.3% | +17.3% | +13.4% |
| 1Y | +17.0% | +17.6% | -0.6% | +13.1% |
| All | +68.5% | +85.0% | -16.5% | +59.7% |
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