-13.1%
CAVA vs NVS
+10.8%
-24.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.5% |
| 7D | -8.0% | -14.3% | +6.2% | -4.9% |
| 30D | -19.6% | -10.0% | -9.6% | -18.2% |
| 3M | -36.7% | -10.9% | -25.8% | -35.2% |
| 6M | -30.6% | -12.0% | -18.6% | -28.7% |
| YTD | -4.8% | +2.5% | -7.3% | -11.6% |
| 1Y | -13.1% | +10.7% | -23.8% | -23.4% |
| All | -13.1% | +10.8% | -24.0% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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