-18.6%
NRG vs CAVA
-7.9%
-10.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +6.6% |
| 7D | +7.1% | -9.2% | +16.3% | +8.2% |
| 30D | -1.4% | -8.2% | +6.8% | -0.5% |
| 3M | -10.5% | -15.3% | +4.9% | -9.5% |
| 6M | -26.7% | -23.6% | -3.1% | -24.8% |
| YTD | -24.5% | +3.5% | -28.1% | -24.3% |
| 1Y | -18.6% | -7.9% | -10.7% | -13.0% |
| All | -18.6% | -7.9% | -10.6% | -13.0% |
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 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