+50.5%
CAVA vs NIO
-64.4%
+114.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.4% | -3.7% | -5.9% |
| 7D | -8.5% | -4.1% | -4.4% | -8.3% |
| 30D | -8.2% | -23.2% | +15.0% | -6.6% |
| 3M | -25.9% | -29.9% | +4.0% | -24.2% |
| 6M | -30.9% | -25.1% | -5.8% | -29.9% |
| YTD | -3.7% | -27.5% | +23.7% | -2.2% |
| 1Y | -13.4% | -41.1% | +27.6% | -11.1% |
| All | +50.5% | -64.4% | +114.8% | +60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling