+118.0%
NOK vs CAVA
-7.9%
+126.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.1% | +2.7% |
| 7D | -1.8% | -9.2% | +7.5% | -1.2% |
| 30D | +4.7% | -8.2% | +12.9% | +4.9% |
| 3M | -39.7% | -15.3% | -24.3% | -39.5% |
| 6M | +23.1% | -23.6% | +46.7% | +23.8% |
| YTD | +55.0% | +3.5% | +51.5% | +52.7% |
| 1Y | +118.0% | -7.9% | +125.9% | +116.1% |
| All | +118.0% | -7.9% | +126.0% | +116.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling