+23.3%
CAVA vs HDB
-28.8%
+52.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.4% | -4.2% |
| 7D | -12.4% | -6.2% | -6.3% | -11.1% |
| 30D | -11.2% | -6.2% | -5.0% | -9.9% |
| 3M | -33.8% | -5.9% | -27.9% | -32.8% |
| 6M | -32.5% | -25.9% | -6.6% | -28.7% |
| YTD | -8.0% | -40.2% | +32.2% | +0.1% |
| 1Y | -17.1% | -38.0% | +20.9% | -10.6% |
| 3Y | +37.8% | -30.5% | +68.3% | +43.6% |
| All | +23.3% | -28.8% | +52.1% | +32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling