+43.8%
CAVA vs NXT
+87.2%
-43.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -4.3% |
| 7D | -12.4% | -2.6% | -9.9% | -12.1% |
| 30D | -11.2% | -22.4% | +11.2% | -8.3% |
| 3M | -33.8% | -27.3% | -6.5% | -31.4% |
| 6M | -32.5% | -28.5% | -4.0% | -31.2% |
| YTD | -8.0% | -6.6% | -1.4% | -11.1% |
| 1Y | -17.1% | +20.4% | -37.5% | -24.2% |
| All | +43.8% | +87.2% | -43.4% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 3y: compounded portfolio wealth divided by compounded NXT 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…
3y analysis · Full analysis span regression · 6 months rolling