-15.2%
MCD vs CAVA
-16.9%
+1.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.3% | 0.0% |
| 7D | -2.5% | -12.4% | +9.9% | -1.9% |
| 30D | -7.0% | -11.2% | +4.2% | -6.5% |
| 3M | -9.8% | -33.8% | +24.0% | -8.2% |
| 6M | -21.8% | -32.5% | +10.8% | -20.4% |
| YTD | -15.6% | -8.0% | -7.6% | -15.1% |
| 1Y | -15.2% | -17.1% | +2.0% | -16.1% |
| All | -15.2% | -16.9% | +1.8% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling