+33.2%
NEE vs CAVA
+41.9%
-8.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.6% | -0.3% |
| 7D | -1.3% | -8.0% | +6.7% | -1.1% |
| 30D | -3.3% | -19.6% | +16.2% | -2.8% |
| 3M | -2.3% | -36.7% | +34.4% | -1.1% |
| 6M | -8.9% | -30.6% | +21.7% | -8.1% |
| YTD | +4.8% | -4.8% | +9.6% | +4.4% |
| 1Y | +18.7% | -13.1% | +31.8% | +18.6% |
| 3Y | +33.2% | +48.8% | -15.5% | +20.0% |
| All | +33.2% | +41.9% | -8.7% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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