+85.7%
CAVA vs CNH
+29.5%
+56.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | -1.6% | +3.0% | -4.6% | -2.3% |
| 30D | +12.9% | -0.6% | +13.5% | +12.9% |
| 3M | -19.3% | +14.6% | -34.0% | -23.5% |
| 6M | -19.5% | +11.8% | -31.2% | -23.8% |
| YTD | -0.8% | +30.4% | -31.2% | -13.2% |
| 1Y | +20.8% | +19.1% | +1.8% | +9.4% |
| 3Y | +85.7% | +30.2% | +55.5% | +68.4% |
| All | +85.7% | +29.5% | +56.2% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 3y: compounded portfolio wealth divided by compounded CNH 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…
3y analysis · Full analysis span regression · 6 months rolling