-13.1%
CAVA vs NUE
+85.4%
-98.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.0% |
| 7D | -8.0% | -0.6% | -7.4% | -7.8% |
| 30D | -19.6% | -4.6% | -15.0% | -18.4% |
| 3M | -36.7% | -0.3% | -36.4% | -37.0% |
| 6M | -30.6% | +51.9% | -82.5% | -43.7% |
| YTD | -4.8% | +60.0% | -64.8% | -24.2% |
| 1Y | -13.1% | +82.9% | -96.0% | -35.0% |
| All | -13.1% | +85.4% | -98.6% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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