+377.5%
MSTR vs CAVA
+34.5%
+342.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.0% | +3.2% | -0.4% |
| 7D | +7.7% | -8.5% | +16.3% | +11.6% |
| 30D | +36.3% | -8.2% | +44.6% | +40.0% |
| 3M | +13.4% | -25.9% | +39.3% | +25.0% |
| 6M | -4.5% | -30.9% | +26.4% | +8.1% |
| YTD | -12.7% | -3.7% | -9.0% | -14.9% |
| 1Y | -59.6% | -13.4% | -46.2% | -59.2% |
| 3Y | +272.5% | +44.2% | +228.2% | +260.4% |
| All | +377.5% | +34.5% | +342.9% | +380.8% |
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 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