-13.1%
CAVA vs NTRS
+51.4%
-64.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +2.9% |
| 7D | -8.0% | +1.4% | -9.4% | -8.7% |
| 30D | -19.6% | -0.7% | -18.9% | -19.4% |
| 3M | -36.7% | +11.3% | -48.0% | -40.7% |
| 6M | -30.6% | +35.5% | -66.1% | -44.5% |
| YTD | -4.8% | +40.6% | -45.4% | -24.8% |
| 1Y | -13.1% | +49.2% | -62.3% | -33.7% |
| All | -13.1% | +51.4% | -64.5% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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