-42.3%
MSTR vs CAVA
+19.2%
-61.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +4.2% |
| 7D | -1.8% | +14.2% | -16.1% | -6.1% |
| 30D | -13.3% | +14.6% | -27.9% | -17.5% |
| 3M | +46.0% | -2.3% | +48.3% | +45.1% |
| 6M | -22.4% | -30.5% | +8.1% | -14.0% |
| YTD | -6.2% | +5.6% | -11.8% | -10.1% |
| 1Y | -42.3% | +19.9% | -62.2% | -45.8% |
| All | -42.3% | +19.2% | -61.5% | -45.8% |
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 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