+55.0%
MELI vs CAVA
+33.0%
+22.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -3.9% | -0.9% |
| 7D | -4.1% | -8.0% | +3.9% | -3.2% |
| 30D | +3.8% | -19.6% | +23.3% | +6.4% |
| 3M | +17.8% | -36.7% | +54.5% | +24.0% |
| 6M | +7.4% | -30.6% | +38.0% | +11.6% |
| YTD | -5.8% | -4.8% | -1.0% | -6.8% |
| 1Y | -18.9% | -13.1% | -5.7% | -19.2% |
| 3Y | +33.3% | +48.8% | -15.4% | +25.1% |
| All | +55.0% | +33.0% | +22.0% | +49.9% |
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 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