+1,412.9%
MU vs CAVA
+34.5%
+1,378.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.0% | +8.8% | +4.2% |
| 7D | +7.5% | -8.5% | +16.0% | +9.7% |
| 30D | +19.4% | -8.2% | +27.6% | +21.4% |
| 3M | +9.8% | -25.9% | +35.8% | +16.9% |
| 6M | +164.1% | -30.9% | +195.1% | +183.7% |
| YTD | +260.3% | -3.7% | +264.0% | +249.4% |
| 1Y | +661.2% | -13.4% | +674.6% | +654.0% |
| 3Y | +1,380.8% | +44.2% | +1,336.6% | +1,315.3% |
| All | +1,412.9% | +34.5% | +1,378.4% | +1,347.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling