+18.1%
MCHP vs CAVA
-7.9%
+26.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +1.6% |
| 7D | +1.7% | -9.2% | +10.9% | +3.0% |
| 30D | -4.1% | -8.2% | +4.1% | -3.1% |
| 3M | -22.5% | -15.3% | -7.2% | -21.2% |
| 6M | +7.3% | -23.6% | +30.9% | +10.5% |
| YTD | +18.4% | +3.5% | +14.9% | +12.1% |
| 1Y | +18.1% | -7.9% | +26.0% | +17.2% |
| All | +18.1% | -7.9% | +26.1% | +17.2% |
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