+27.5%
MCK vs CAVA
+17.1%
+10.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.3% |
| 7D | +9.3% | +1.4% | +7.9% | +9.3% |
| 30D | +16.3% | +14.0% | +2.3% | +16.2% |
| 3M | +22.3% | -9.3% | +31.6% | +22.1% |
| 6M | +34.1% | -33.6% | +67.7% | +33.8% |
| YTD | +31.1% | +2.2% | +28.8% | +33.5% |
| 1Y | +27.5% | +19.1% | +8.3% | +31.1% |
| All | +27.5% | +17.1% | +10.4% | +31.1% |
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