-20.7%
MDLN vs CAVA
+7.3%
-28.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.0% | +0.1% |
| 7D | -11.1% | -8.0% | -3.1% | -10.4% |
| 30D | -8.4% | -19.6% | +11.2% | -6.6% |
| 3M | -12.4% | -36.7% | +24.3% | -9.1% |
| 6M | -23.3% | -30.6% | +7.3% | -20.8% |
| YTD | -22.5% | -4.8% | -17.8% | -16.7% |
| All | -20.7% | +7.3% | -28.0% | -13.2% |
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