-17.1%
CAVA vs NIO
-37.6%
+20.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.2% | -1.2% | -4.3% |
| 7D | -12.4% | -7.3% | -5.2% | -12.3% |
| 30D | -11.2% | -22.5% | +11.3% | -10.8% |
| 3M | -33.8% | -30.9% | -2.9% | -33.4% |
| 6M | -32.5% | -37.2% | +4.7% | -32.3% |
| YTD | -8.0% | -29.8% | +21.8% | -7.7% |
| 1Y | -17.1% | -37.4% | +20.3% | -15.3% |
| All | -17.1% | -37.6% | +20.5% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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