+27.5%
NXPI vs CAVA
+33.0%
-5.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.5% | +1.0% | +3.9% |
| 7D | +3.9% | -8.0% | +11.9% | +5.3% |
| 30D | +1.4% | -19.6% | +20.9% | +5.0% |
| 3M | -21.5% | -36.7% | +15.2% | -15.6% |
| 6M | +19.4% | -30.6% | +50.0% | +25.5% |
| YTD | +9.9% | -4.8% | +14.7% | +7.4% |
| 1Y | +7.9% | -13.1% | +21.0% | +6.7% |
| 3Y | +22.7% | +48.8% | -26.1% | +13.1% |
| All | +27.5% | +33.0% | -5.5% | +18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling