+37.8%
CHYM vs CAVA
-14.0%
+51.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | +0.1% |
| 7D | -2.3% | -8.0% | +5.8% | -0.3% |
| 30D | +4.4% | -19.6% | +24.0% | +10.1% |
| 3M | +91.3% | -36.7% | +128.0% | +116.6% |
| 6M | +44.0% | -30.6% | +74.6% | +58.0% |
| YTD | +31.1% | -4.8% | +35.9% | +25.4% |
| 1Y | +37.8% | -13.1% | +51.0% | +41.1% |
| All | +37.8% | -14.0% | +51.9% | +41.1% |
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