-10.8%
MDLN vs CAVA
+16.7%
-27.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.1% |
| 7D | +3.7% | -9.2% | +12.9% | +4.6% |
| 30D | -0.2% | -8.2% | +8.0% | +0.5% |
| 3M | +6.2% | -15.3% | +21.5% | +7.8% |
| 6M | -14.7% | -23.6% | +8.9% | -12.6% |
| YTD | -12.9% | +3.5% | -16.4% | -7.0% |
| All | -10.8% | +16.7% | -27.4% | -3.1% |
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