+27.6%
CAVA vs NDAQ
+87.3%
-59.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.0% | +3.8% |
| 7D | -8.0% | -5.6% | -2.5% | -4.7% |
| 30D | -19.6% | -4.4% | -15.2% | -17.3% |
| 3M | -36.7% | +5.9% | -42.5% | -39.4% |
| 6M | -30.6% | +7.7% | -38.3% | -34.9% |
| YTD | -4.8% | -5.2% | +0.4% | -3.3% |
| 1Y | -13.1% | -3.4% | -9.8% | -13.2% |
| 3Y | +48.8% | +85.6% | -36.8% | -1.7% |
| All | +27.6% | +87.3% | -59.7% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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