+272.6%
MPC vs CAVA
+43.2%
+229.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.3% |
| 7D | +3.9% | -1.5% | +5.4% | +3.9% |
| 30D | +33.8% | -3.7% | +37.4% | +33.8% |
| 3M | +49.9% | -18.3% | +68.2% | +51.1% |
| 6M | +80.9% | -23.5% | +104.4% | +82.6% |
| YTD | +147.4% | +2.5% | +145.0% | +142.8% |
| 1Y | +123.2% | -8.0% | +131.2% | +120.3% |
| 3Y | +171.7% | +53.5% | +118.2% | +174.1% |
| All | +272.6% | +43.2% | +229.4% | +275.9% |
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