-41.9%
NVO vs CAVA
+33.0%
-75.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -2.4% |
| 7D | -7.6% | -8.0% | +0.5% | -7.0% |
| 30D | -6.0% | -19.6% | +13.6% | -4.6% |
| 3M | -0.8% | -36.7% | +35.9% | +2.3% |
| 6M | +16.5% | -30.6% | +47.0% | +18.9% |
| YTD | -11.1% | -4.8% | -6.3% | -11.6% |
| 1Y | -16.7% | -13.1% | -3.6% | -16.9% |
| 3Y | -52.9% | +48.8% | -101.7% | -53.2% |
| All | -41.9% | +33.0% | -75.0% | -43.1% |
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