-49.7%
NRG vs CAVA
+19.2%
-68.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +2.8% | -16.3% | -13.8% |
| 7D | -13.7% | +14.2% | -28.0% | -14.9% |
| 30D | -13.6% | +14.6% | -28.1% | -14.9% |
| 3M | -28.5% | -2.3% | -26.2% | -28.4% |
| 6M | -45.8% | -30.5% | -15.3% | -44.4% |
| YTD | -46.9% | +5.6% | -52.6% | -46.0% |
| 1Y | -49.7% | +19.9% | -69.6% | -48.9% |
| All | -49.7% | +19.2% | -68.9% | -48.9% |
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