+19.9%
CAVA vs NI
+9.5%
+10.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.4% |
| 7D | +14.2% | +3.9% | +10.3% | +13.3% |
| 30D | +14.6% | +15.3% | -0.7% | +11.6% |
| 3M | -2.3% | +2.4% | -4.7% | -2.5% |
| 6M | -30.5% | -4.5% | -26.0% | -29.2% |
| YTD | +5.6% | +11.4% | -5.8% | +7.2% |
| 1Y | +19.9% | +8.5% | +11.4% | +21.0% |
| All | +19.9% | +9.5% | +10.4% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling