-6.8%
MDLZ vs CAVA
+34.5%
-41.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.0% | +7.3% | +1.4% |
| 7D | 0.0% | -8.5% | +8.5% | +0.1% |
| 30D | +1.4% | -8.2% | +9.7% | +1.6% |
| 3M | 0.0% | -25.9% | +25.9% | +0.3% |
| 6M | +9.1% | -30.9% | +40.1% | +9.5% |
| YTD | +17.9% | -3.7% | +21.7% | +18.3% |
| 1Y | +3.2% | -13.4% | +16.7% | +3.3% |
| 3Y | -2.5% | +44.2% | -46.7% | -7.4% |
| All | -6.8% | +34.5% | -41.4% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling