-1.6%
MDLN vs CAVA
+19.0%
-20.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +2.8% | +15.6% | +18.0% |
| 7D | +24.7% | +14.2% | +10.4% | +23.0% |
| 30D | +12.7% | +14.6% | -1.9% | +11.1% |
| 3M | -4.0% | -2.3% | -1.7% | -4.1% |
| 6M | -8.7% | -30.5% | +21.8% | -6.6% |
| YTD | -3.9% | +5.6% | -9.5% | +2.1% |
| All | -1.6% | +19.0% | -20.6% | +6.4% |
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