+649.9%
NVDL vs CAVA
+41.9%
+608.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -2.1% |
| 7D | -10.3% | -8.0% | -2.3% | -6.2% |
| 30D | -7.1% | -19.6% | +12.4% | +3.8% |
| 3M | +6.6% | -36.7% | +43.3% | +33.4% |
| 6M | +21.1% | -30.6% | +51.6% | +39.3% |
| YTD | +15.2% | -4.8% | +20.0% | +3.2% |
| 1Y | +18.8% | -13.1% | +31.9% | +11.2% |
| 3Y | +649.9% | +48.8% | +601.1% | +591.3% |
| All | +649.9% | +41.9% | +608.0% | +591.3% |
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