-13.1%
CAVA vs HDB
-33.5%
+20.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.9% | -3.4% | +1.3% |
| 7D | -8.0% | +0.7% | -8.7% | -8.3% |
| 30D | -19.6% | +1.0% | -20.6% | -19.9% |
| 3M | -36.7% | -2.0% | -34.7% | -36.2% |
| 6M | -30.6% | -18.1% | -12.5% | -29.2% |
| YTD | -4.8% | -36.1% | +31.3% | -8.5% |
| 1Y | -13.1% | -34.0% | +20.9% | -16.4% |
| All | -13.1% | -33.5% | +20.4% | -16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling