+37.4%
CAVA vs NDAQ
+94.6%
-57.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | +0.1% |
| 7D | -1.5% | -2.6% | +1.0% | 0.0% |
| 30D | -3.7% | +0.5% | -4.1% | -3.9% |
| 3M | -18.3% | +9.9% | -28.2% | -23.7% |
| 6M | -23.5% | +8.2% | -31.7% | -28.2% |
| YTD | +2.5% | -1.5% | +4.0% | +1.6% |
| 1Y | -8.0% | +1.3% | -9.3% | -10.9% |
| 3Y | +53.5% | +92.6% | -39.1% | -0.9% |
| All | +37.4% | +94.6% | -57.2% | -8.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling