+127.0%
MP vs CAVA
+59.2%
+67.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.4% | +6.4% | +5.2% |
| 7D | -10.5% | +0.7% | -11.2% | -10.7% |
| 30D | -23.5% | +13.6% | -37.1% | -25.7% |
| 3M | -25.4% | -4.9% | -20.5% | -25.2% |
| 6M | -51.3% | -33.9% | -17.3% | -47.7% |
| YTD | -29.9% | +0.8% | -30.7% | -31.8% |
| 1Y | -31.8% | +27.0% | -58.8% | -36.8% |
| 3Y | +127.0% | +73.1% | +53.9% | +98.8% |
| All | +127.0% | +59.2% | +67.8% | +98.8% |
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 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