+27.6%
CAVA vs NBIX
+64.9%
-37.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.5% |
| 7D | -8.0% | +0.4% | -8.4% | -8.1% |
| 30D | -19.6% | -0.2% | -19.4% | -19.6% |
| 3M | -36.7% | -4.0% | -32.7% | -36.6% |
| 6M | -30.6% | +20.6% | -51.2% | -34.0% |
| YTD | -4.8% | +10.1% | -14.9% | -7.9% |
| 1Y | -13.1% | +8.8% | -21.9% | -16.0% |
| 3Y | +48.8% | +42.5% | +6.3% | +27.7% |
| All | +27.6% | +64.9% | -37.3% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 10y: compounded portfolio wealth divided by compounded NBIX 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…
10y analysis · Full analysis span regression · 6 months rolling