+48.8%
CAVA vs JHX
-4.5%
+53.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.2% |
| 7D | -8.0% | -6.3% | -1.7% | -6.5% |
| 30D | -19.6% | -7.7% | -11.8% | -17.9% |
| 3M | -36.7% | +19.2% | -55.9% | -39.4% |
| 6M | -30.6% | +38.3% | -68.9% | -36.3% |
| YTD | -4.8% | +37.2% | -42.0% | -12.8% |
| 1Y | -13.1% | +42.3% | -55.4% | -21.3% |
| 3Y | +48.8% | -4.4% | +53.2% | +50.7% |
| All | +48.8% | -4.5% | +53.2% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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