-7.9%
CAVA vs NTR
+43.1%
-51.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.4% |
| 7D | -9.2% | +8.1% | -17.3% | -9.7% |
| 30D | -8.2% | +18.8% | -26.9% | -9.3% |
| 3M | -15.3% | +16.2% | -31.5% | -16.0% |
| 6M | -23.6% | +9.8% | -33.3% | -24.7% |
| YTD | +3.5% | +30.9% | -27.3% | -2.9% |
| 1Y | -7.9% | +41.8% | -49.6% | -16.5% |
| All | -7.9% | +43.1% | -51.0% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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