+11.8%
NOW vs CAVA
+46.8%
-35.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.0% | -4.0% | -4.8% |
| 7D | -6.1% | -1.5% | -4.5% | -5.9% |
| 30D | +7.5% | -3.7% | +11.1% | +7.9% |
| 3M | +17.5% | -18.3% | +35.8% | +20.2% |
| 6M | +7.9% | -23.5% | +31.4% | +11.6% |
| YTD | -12.4% | +2.5% | -14.9% | -15.1% |
| 1Y | -28.6% | -8.0% | -20.6% | -29.7% |
| 3Y | +11.8% | +53.5% | -41.7% | +6.7% |
| All | +11.8% | +46.8% | -35.0% | +6.7% |
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