-11.1%
CHRW vs CAVA
+19.2%
-30.3%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.5% | 0.0% |
| 7D | +4.9% | +14.2% | -9.4% | +3.4% |
| 30D | -4.8% | +14.6% | -19.4% | -6.3% |
| 3M | -13.1% | -2.3% | -10.8% | -13.2% |
| 6M | -16.3% | -30.5% | +14.2% | -12.7% |
| YTD | -15.8% | +5.6% | -21.4% | -18.5% |
| 1Y | -11.1% | +19.9% | -31.0% | -16.3% |
| All | -11.1% | +19.2% | -30.3% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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