+45.7%
MNST vs CAVA
+34.5%
+11.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.3% | -0.4% |
| 7D | -3.6% | -8.5% | +5.0% | -3.2% |
| 30D | -6.3% | -8.2% | +1.9% | -6.0% |
| 3M | -5.0% | -25.9% | +21.0% | -3.9% |
| 6M | +13.1% | -30.9% | +44.1% | +14.6% |
| YTD | +11.8% | -3.7% | +15.5% | +11.3% |
| 1Y | +35.2% | -13.4% | +48.7% | +35.1% |
| 3Y | +52.0% | +44.2% | +7.8% | +36.6% |
| All | +45.7% | +34.5% | +11.2% | +31.9% |
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