+690.6%
NVDL vs CAVA
+33.0%
+657.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -1.9% |
| 7D | -10.3% | -8.0% | -2.3% | -6.7% |
| 30D | -7.1% | -19.6% | +12.4% | +2.6% |
| 3M | +6.6% | -36.7% | +43.3% | +30.1% |
| 6M | +21.1% | -30.6% | +51.6% | +37.5% |
| YTD | +15.2% | -4.8% | +20.0% | +5.9% |
| 1Y | +18.8% | -13.1% | +31.9% | +13.4% |
| 3Y | +649.9% | +48.8% | +601.1% | +630.5% |
| All | +690.6% | +33.0% | +657.5% | +690.1% |
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