+67.3%
MNST vs CAVA
+87.8%
-20.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.4% | +1.9% |
| 7D | +1.6% | -1.6% | +3.2% | +1.7% |
| 30D | +5.1% | +12.9% | -7.8% | +4.6% |
| 3M | -0.5% | -19.3% | +18.9% | +0.1% |
| 6M | +8.1% | -19.5% | +27.6% | +8.6% |
| YTD | +21.2% | -0.8% | +22.0% | +20.8% |
| 1Y | +30.7% | +20.8% | +9.9% | +29.5% |
| 3Y | +67.3% | +85.7% | -18.4% | +53.4% |
| All | +67.3% | +87.8% | -20.5% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling