-14.3%
MTZ vs CAVA
+19.2%
-33.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.4% | +2.8% | -18.2% | -15.6% |
| 7D | -7.4% | +14.2% | -21.6% | -8.3% |
| 30D | -23.6% | +14.6% | -38.2% | -24.4% |
| 3M | -38.3% | -2.3% | -36.0% | -38.2% |
| 6M | -60.6% | -30.5% | -30.1% | -60.2% |
| YTD | -22.9% | +5.6% | -28.5% | -23.1% |
| 1Y | -14.3% | +19.9% | -34.2% | -15.1% |
| All | -14.3% | +19.2% | -33.5% | -15.1% |
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 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