+16.8%
MSCI vs CAVA
+18.8%
-2.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.2% |
| 7D | +3.0% | -1.6% | +4.6% | +3.1% |
| 30D | +17.8% | +12.9% | +4.9% | +16.8% |
| 3M | +15.2% | -19.3% | +34.5% | +16.2% |
| 6M | +16.5% | -19.5% | +35.9% | +16.6% |
| YTD | +16.4% | -0.8% | +17.1% | +15.8% |
| 1Y | +16.8% | +20.8% | -4.0% | +15.4% |
| All | +16.8% | +18.8% | -2.0% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling