+78.8%
CNQ vs CAVA
+41.9%
+36.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.0% | -0.7% |
| 7D | +0.1% | -8.0% | +8.1% | +0.5% |
| 30D | +6.2% | -19.6% | +25.8% | +7.2% |
| 3M | +12.4% | -36.7% | +49.0% | +14.9% |
| 6M | +9.0% | -30.6% | +39.6% | +10.3% |
| YTD | +52.2% | -4.8% | +57.0% | +49.1% |
| 1Y | +65.0% | -13.1% | +78.2% | +62.7% |
| 3Y | +78.8% | +48.8% | +30.1% | +74.5% |
| All | +78.8% | +41.9% | +36.9% | +74.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling