+23.3%
CAVA vs NI
+68.4%
-45.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.2% |
| 7D | -12.4% | -0.6% | -11.9% | -12.2% |
| 30D | -11.2% | -1.4% | -9.8% | -10.8% |
| 3M | -33.8% | -10.6% | -23.2% | -31.1% |
| 6M | -32.5% | -9.9% | -22.6% | -30.0% |
| YTD | -8.0% | +1.2% | -9.2% | -8.9% |
| 1Y | -17.1% | +4.4% | -21.5% | -19.3% |
| 3Y | +37.8% | +68.6% | -30.8% | +21.1% |
| All | +23.3% | +68.4% | -45.0% | +8.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling