+19.9%
CAVA vs CNI
+37.5%
-17.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +2.0% |
| 7D | +14.2% | +3.7% | +10.5% | +12.7% |
| 30D | +14.6% | +8.1% | +6.5% | +11.2% |
| 3M | -2.3% | +1.9% | -4.2% | -3.0% |
| 6M | -30.5% | +19.2% | -49.7% | -34.1% |
| YTD | +5.6% | +32.7% | -27.1% | -11.2% |
| 1Y | +19.9% | +37.0% | -17.1% | -3.8% |
| All | +19.9% | +37.5% | -17.7% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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