+33.0%
CAVA vs NIO
-68.1%
+101.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.5% | +2.0% |
| 7D | -1.6% | -14.5% | +12.9% | 0.0% |
| 30D | +12.9% | -15.0% | +27.8% | +14.7% |
| 3M | -19.3% | -35.6% | +16.2% | -15.8% |
| 6M | -19.5% | -55.7% | +36.2% | -13.2% |
| YTD | -0.8% | -43.1% | +42.4% | +3.7% |
| 1Y | +20.8% | -53.5% | +74.3% | +28.8% |
| 3Y | +85.7% | -59.8% | +145.5% | +92.2% |
| All | +33.0% | -68.1% | +101.1% | +46.3% |
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 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