-6.8%
MDLZ vs CAVA
+33.0%
-39.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -0.1% |
| 7D | +1.9% | -8.0% | +9.9% | +2.0% |
| 30D | +0.4% | -19.6% | +20.0% | +0.7% |
| 3M | -0.6% | -36.7% | +36.1% | -0.3% |
| 6M | +14.7% | -30.6% | +45.3% | +15.1% |
| YTD | +18.0% | -4.8% | +22.8% | +18.3% |
| 1Y | +4.1% | -13.1% | +17.2% | +4.2% |
| 3Y | -4.6% | +48.8% | -53.4% | -9.4% |
| All | -6.8% | +33.0% | -39.8% | -10.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling