+20.7%
NXPI vs CAVA
+43.2%
-22.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.6% |
| 7D | +0.7% | -1.5% | +2.2% | +0.9% |
| 30D | -6.6% | -3.7% | -3.0% | -6.4% |
| 3M | -25.4% | -18.3% | -7.1% | -23.5% |
| 6M | +11.9% | -23.5% | +35.4% | +15.7% |
| YTD | +4.0% | +2.5% | +1.6% | +0.4% |
| 1Y | +1.0% | -8.0% | +9.0% | -1.0% |
| 3Y | +16.3% | +53.5% | -37.2% | +6.2% |
| All | +20.7% | +43.2% | -22.5% | +10.9% |
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