-4.3%
MDB vs CAVA
+44.7%
-49.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -3.8% |
| 7D | -17.4% | -9.2% | -8.2% | -15.9% |
| 30D | -2.0% | -8.2% | +6.2% | -0.6% |
| 3M | -3.0% | -15.3% | +12.3% | -0.9% |
| 6M | +48.7% | -23.6% | +72.3% | +53.9% |
| YTD | -12.1% | +3.5% | -15.7% | -16.8% |
| 1Y | +14.5% | -7.9% | +22.4% | +11.0% |
| 3Y | -6.1% | +38.7% | -44.8% | -14.9% |
| All | -4.3% | +44.7% | -49.0% | -11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling