+37.4%
CAVA vs NXT
+108.2%
-70.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.2% |
| 7D | -1.5% | +2.9% | -4.4% | -1.9% |
| 30D | -3.7% | -17.2% | +13.6% | -1.4% |
| 3M | -18.3% | -32.0% | +13.7% | -14.7% |
| 6M | -23.5% | -15.8% | -7.7% | -24.0% |
| YTD | +2.5% | -1.9% | +4.4% | -1.5% |
| 1Y | -8.0% | +22.5% | -30.4% | -15.8% |
| 3Y | +53.5% | +100.5% | -47.0% | +19.1% |
| All | +37.4% | +108.2% | -70.8% | +5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling