-13.1%
CAVA vs CHD
+2.3%
-15.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.5% |
| 7D | -8.0% | -4.5% | -3.6% | -7.6% |
| 30D | -19.6% | -6.7% | -12.8% | -19.0% |
| 3M | -36.7% | -2.7% | -34.0% | -36.5% |
| 6M | -30.6% | -4.9% | -25.6% | -30.3% |
| YTD | -4.8% | +13.3% | -18.1% | -7.2% |
| 1Y | -13.1% | +1.0% | -14.1% | -17.2% |
| All | -13.1% | +2.3% | -15.4% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling