+287.2%
MSTR vs CAVA
+43.5%
+243.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.0% | +3.2% | -0.1% |
| 7D | +7.7% | -8.5% | +16.3% | +12.1% |
| 30D | +36.3% | -8.2% | +44.6% | +40.3% |
| 3M | +13.4% | -25.9% | +39.3% | +26.5% |
| 6M | -4.5% | -30.9% | +26.4% | +9.6% |
| YTD | -12.7% | -3.7% | -9.0% | -16.0% |
| 1Y | -59.6% | -13.4% | -46.2% | -59.4% |
| All | +287.2% | +43.5% | +243.7% | +256.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling