+29.1%
CAVA vs CHD
+3.2%
+25.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.4% | -4.6% | -6.0% |
| 7D | -8.5% | -4.2% | -4.4% | -8.4% |
| 30D | -8.2% | -7.6% | -0.7% | -7.9% |
| 3M | -25.9% | -1.6% | -24.3% | -25.9% |
| 6M | -30.9% | -6.3% | -24.6% | -30.8% |
| YTD | -3.7% | +14.6% | -18.3% | -4.3% |
| 1Y | -13.4% | +1.6% | -15.0% | -14.0% |
| 3Y | +44.2% | +3.1% | +41.1% | +40.4% |
| All | +29.1% | +3.2% | +25.9% | +24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling