+19.9%
CAVA vs NTR
+36.7%
-16.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.0% | -1.2% | +2.6% |
| 7D | +14.2% | +4.3% | +9.9% | +14.1% |
| 30D | +14.6% | +2.6% | +12.0% | +14.4% |
| 3M | -2.3% | +8.5% | -10.8% | -2.5% |
| 6M | -30.5% | -3.3% | -27.2% | -30.1% |
| YTD | +5.6% | +19.6% | -14.0% | +1.3% |
| 1Y | +19.9% | +37.6% | -17.7% | +4.2% |
| All | +19.9% | +36.7% | -16.8% | +4.2% |
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