-37.3%
MSTR vs CAVA
-24.2%
-13.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -4.0% | -2.7% |
| 7D | -13.4% | -1.6% | -11.9% | -13.1% |
| 30D | -22.1% | +12.9% | -34.9% | -24.1% |
| 3M | +15.0% | -19.3% | +34.3% | +16.4% |
| 6M | -37.3% | -19.5% | -17.8% | -40.4% |
| All | -37.3% | -24.2% | -13.1% | -40.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling