+228.8%
MU vs CAVA
+18.8%
+210.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.1% | -2.7% |
| 7D | +12.8% | -1.6% | +14.4% | +13.0% |
| 30D | -14.9% | +12.9% | -27.7% | -16.6% |
| 3M | -18.0% | -19.3% | +1.3% | -15.5% |
| 6M | -3.1% | -19.5% | +16.3% | -1.0% |
| YTD | +172.9% | -0.8% | +173.7% | +163.0% |
| 1Y | +228.8% | +20.8% | +208.0% | +204.3% |
| All | +228.8% | +18.8% | +210.0% | +204.3% |
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