-13.1%
CAVA vs HALO
+41.1%
-54.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.5% |
| 7D | -8.0% | -2.7% | -5.3% | -8.0% |
| 30D | -19.6% | +5.3% | -24.9% | -19.5% |
| 3M | -36.7% | +51.6% | -88.2% | -38.4% |
| 6M | -30.6% | +61.3% | -91.8% | -33.4% |
| YTD | -4.8% | +59.3% | -64.1% | -9.4% |
| 1Y | -13.1% | +38.3% | -51.4% | -16.4% |
| All | -13.1% | +41.1% | -54.2% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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