+23.3%
CAVA vs HIG
+106.0%
-82.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | -12.4% | -2.3% | -10.2% | -11.6% |
| 30D | -11.2% | -1.2% | -10.0% | -10.9% |
| 3M | -33.8% | +6.3% | -40.1% | -35.8% |
| 6M | -32.5% | +0.6% | -33.1% | -33.1% |
| YTD | -8.0% | +0.6% | -8.6% | -9.0% |
| 1Y | -17.1% | +6.1% | -23.2% | -20.4% |
| 3Y | +37.8% | +102.0% | -64.1% | +2.6% |
| All | +23.3% | +106.0% | -82.7% | -9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling