+27.6%
CAVA vs NVMI
+219.8%
-192.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.0% |
| 7D | -8.0% | -0.1% | -8.0% | -8.0% |
| 30D | -19.6% | -8.4% | -11.2% | -17.3% |
| 3M | -36.7% | -33.6% | -3.1% | -28.6% |
| 6M | -30.6% | -14.7% | -15.9% | -29.6% |
| YTD | -4.8% | +13.2% | -18.0% | -13.8% |
| 1Y | -13.1% | +29.0% | -42.1% | -25.8% |
| 3Y | +48.8% | +215.0% | -166.2% | -19.2% |
| All | +27.6% | +219.8% | -192.2% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 all: compounded portfolio wealth divided by compounded NVMI 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…
all analysis · Full analysis span regression · 6 months rolling