+22.8%
MDLZ vs CAVA
+18.8%
+3.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | -0.1% | +1.4% |
| 7D | +2.3% | -1.6% | +3.9% | +2.4% |
| 30D | +7.9% | +12.9% | -4.9% | +7.4% |
| 3M | +7.3% | -19.3% | +26.6% | +8.2% |
| 6M | +11.7% | -19.5% | +31.1% | +12.7% |
| YTD | +28.7% | -0.8% | +29.5% | +27.6% |
| 1Y | +22.8% | +20.8% | +2.0% | +17.1% |
| All | +22.8% | +18.8% | +3.9% | +17.1% |
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