-13.1%
CAVA vs HBM
+97.2%
-110.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.5% |
| 7D | -8.0% | -3.3% | -4.7% | -7.8% |
| 30D | -19.6% | -4.8% | -14.7% | -19.2% |
| 3M | -36.7% | -0.4% | -36.3% | -36.5% |
| 6M | -30.6% | +17.9% | -48.5% | -32.7% |
| YTD | -4.8% | +33.7% | -38.5% | -8.1% |
| 1Y | -13.1% | +95.6% | -108.7% | -14.7% |
| All | -13.1% | +97.2% | -110.3% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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