+27.6%
CAVA vs HDB
-23.9%
+51.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.9% | -3.4% | +1.8% |
| 7D | -8.0% | +0.7% | -8.7% | -8.2% |
| 30D | -19.6% | +1.0% | -20.6% | -19.8% |
| 3M | -36.7% | -2.0% | -34.7% | -36.4% |
| 6M | -30.6% | -18.1% | -12.5% | -28.2% |
| YTD | -4.8% | -36.1% | +31.3% | +1.9% |
| 1Y | -13.1% | -34.0% | +20.9% | -7.7% |
| 3Y | +48.8% | -26.7% | +75.5% | +52.5% |
| All | +27.6% | -23.9% | +51.6% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling