+599.3%
MU vs CAVA
-16.9%
+616.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.4% | -0.5% | -4.2% |
| 7D | +2.0% | -12.4% | +14.4% | +4.1% |
| 30D | +12.5% | -11.2% | +23.7% | +14.6% |
| 3M | +9.6% | -33.8% | +43.4% | +15.7% |
| 6M | +142.6% | -32.5% | +175.1% | +155.4% |
| YTD | +242.7% | -8.0% | +250.6% | +240.5% |
| 1Y | +599.3% | -17.1% | +616.4% | +616.4% |
| All | +599.3% | -16.9% | +616.2% | +616.4% |
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 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