+1,396.5%
MU vs CAVA
+44.7%
+1,351.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.5% | +7.6% | +6.5% |
| 7D | +9.0% | -9.2% | +18.2% | +11.5% |
| 30D | +13.8% | -8.2% | +22.0% | +15.8% |
| 3M | +2.1% | -15.3% | +17.4% | +5.2% |
| 6M | +153.8% | -23.6% | +177.4% | +166.2% |
| YTD | +256.4% | +3.5% | +252.9% | +239.9% |
| 1Y | +719.8% | -7.9% | +727.6% | +701.0% |
| 3Y | +1,360.4% | +38.7% | +1,321.7% | +1,284.5% |
| All | +1,396.5% | +44.7% | +1,351.8% | +1,308.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling