-13.3%
NOW vs CAVA
+43.8%
-57.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | +0.1% | -2.7% |
| 7D | -8.7% | +0.1% | -8.9% | -8.8% |
| 30D | -29.3% | +12.6% | -41.9% | -30.7% |
| 3M | -21.8% | -1.9% | -19.9% | -22.2% |
| 6M | +9.2% | -23.9% | +33.2% | +12.1% |
| YTD | -35.0% | +2.9% | -37.9% | -37.0% |
| 1Y | -42.5% | +21.6% | -64.1% | -46.0% |
| 3Y | -21.5% | +94.4% | -115.9% | -26.8% |
| All | -13.3% | +43.8% | -57.1% | -17.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling