-60.6%
MSTR vs CAVA
-16.9%
-43.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.3% | -1.6% |
| 7D | -11.2% | -12.4% | +1.2% | -7.1% |
| 30D | +33.8% | -11.2% | +45.0% | +38.4% |
| 3M | +11.5% | -33.8% | +45.2% | +26.8% |
| 6M | -7.2% | -32.5% | +25.4% | +4.4% |
| YTD | -15.4% | -8.0% | -7.4% | -15.6% |
| 1Y | -60.6% | -17.1% | -43.5% | -56.3% |
| All | -60.6% | -16.9% | -43.7% | -56.3% |
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