+42.7%
MKSI vs CAVA
+19.2%
+23.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.8% | -7.8% | -5.3% |
| 7D | -10.7% | +14.2% | -24.9% | -12.4% |
| 30D | -30.5% | +14.6% | -45.1% | -32.0% |
| 3M | -39.2% | -2.3% | -36.9% | -39.2% |
| 6M | -33.0% | -30.5% | -2.5% | -30.3% |
| YTD | +22.3% | +5.6% | +16.7% | +23.0% |
| 1Y | +42.7% | +19.9% | +22.8% | +43.8% |
| All | +42.7% | +19.2% | +23.5% | +43.8% |
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 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