+48.8%
CAVA vs HIG
+101.1%
-52.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | -8.0% | -1.5% | -6.6% | -7.5% |
| 30D | -19.6% | -0.4% | -19.2% | -19.5% |
| 3M | -36.7% | +6.7% | -43.3% | -38.8% |
| 6M | -30.6% | +2.0% | -32.5% | -31.6% |
| YTD | -4.8% | +0.3% | -5.1% | -5.7% |
| 1Y | -13.1% | +4.2% | -17.3% | -15.9% |
| 3Y | +48.8% | +102.2% | -53.5% | +1.6% |
| All | +48.8% | +101.1% | -52.4% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling