+31.8%
MCK vs CAVA
-7.9%
+39.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.5% |
| 7D | +1.7% | -9.2% | +11.0% | +1.5% |
| 30D | +3.6% | -8.2% | +11.8% | +3.5% |
| 3M | +20.1% | -15.3% | +35.4% | +19.8% |
| 6M | -7.0% | -23.6% | +16.6% | -7.3% |
| YTD | +11.0% | +3.5% | +7.5% | +13.9% |
| 1Y | +31.8% | -7.9% | +39.7% | +32.1% |
| All | +31.8% | -7.9% | +39.8% | +32.1% |
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