+288.4%
MPC vs CAVA
+38.6%
+249.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.4% |
| 7D | +11.2% | -1.6% | +12.8% | +11.3% |
| 30D | -14.5% | +12.9% | -27.4% | -15.1% |
| 3M | +16.7% | -19.3% | +36.0% | +17.9% |
| 6M | +67.6% | -19.5% | +87.0% | +68.6% |
| YTD | +157.9% | -0.8% | +158.7% | +153.2% |
| 1Y | +116.7% | +20.8% | +95.9% | +109.0% |
| 3Y | +199.8% | +85.7% | +114.1% | +201.2% |
| All | +288.4% | +38.6% | +249.8% | +292.0% |
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