+157.1%
MTZ vs CAVA
+37.2%
+119.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.4% | +0.9% | -2.5% |
| 7D | 0.0% | -12.4% | +12.4% | +3.1% |
| 30D | -14.8% | -11.2% | -3.6% | -12.7% |
| 3M | -30.8% | -33.8% | +3.0% | -24.6% |
| 6M | -22.6% | -32.5% | +9.9% | -16.8% |
| YTD | +6.8% | -8.0% | +14.8% | +3.4% |
| 1Y | +22.1% | -17.1% | +39.3% | +21.2% |
| All | +157.1% | +37.2% | +119.9% | +127.5% |
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