+194.3%
NOK vs CAVA
+41.9%
+152.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.5% | +1.3% | +4.6% |
| 7D | +11.0% | -8.0% | +19.0% | +11.4% |
| 30D | +7.8% | -19.6% | +27.4% | +9.0% |
| 3M | -21.0% | -36.7% | +15.7% | -19.6% |
| 6M | +40.9% | -30.6% | +71.5% | +42.7% |
| YTD | +72.0% | -4.8% | +76.8% | +70.9% |
| 1Y | +140.9% | -13.1% | +154.0% | +139.8% |
| 3Y | +194.3% | +48.8% | +145.5% | +167.6% |
| All | +194.3% | +41.9% | +152.3% | +167.6% |
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