+22.1%
NXPI vs CAVA
+28.6%
-6.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.4% | +5.9% | +2.2% |
| 7D | +0.7% | -12.4% | +13.1% | +2.9% |
| 30D | -4.2% | -11.2% | +7.0% | -2.7% |
| 3M | -20.4% | -33.8% | +13.4% | -15.2% |
| 6M | +12.5% | -32.5% | +45.0% | +18.8% |
| YTD | +5.2% | -8.0% | +13.2% | +3.4% |
| 1Y | +5.1% | -17.1% | +22.2% | +4.8% |
| 3Y | +17.7% | +37.8% | -20.1% | +9.4% |
| All | +22.1% | +28.6% | -6.5% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling