+29.1%
CAVA vs NIO
-59.3%
+88.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.4% | -3.7% | -5.8% |
| 7D | -8.5% | -4.1% | -4.4% | -8.2% |
| 30D | -8.2% | -23.2% | +15.0% | -5.9% |
| 3M | -25.9% | -29.9% | +4.0% | -23.5% |
| 6M | -30.9% | -25.1% | -5.8% | -29.6% |
| YTD | -3.7% | -27.5% | +23.7% | -1.7% |
| 1Y | -13.4% | -41.1% | +27.6% | -10.3% |
| 3Y | +44.2% | -63.1% | +107.4% | +60.5% |
| All | +29.1% | -59.3% | +88.4% | +38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling