-29.0%
NOW vs CAVA
-13.1%
-15.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.0% | +3.7% | -1.9% |
| 7D | -4.1% | -8.5% | +4.4% | -3.5% |
| 30D | +2.9% | -8.2% | +11.1% | +3.6% |
| 3M | +22.6% | -25.9% | +48.5% | +24.7% |
| 6M | +7.5% | -30.9% | +38.5% | +10.4% |
| YTD | -14.4% | -3.7% | -10.7% | -14.0% |
| All | -29.0% | -13.1% | -15.9% | -30.1% |
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