+48.8%
CAVA vs HRB
+25.9%
+22.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +2.9% | +3.4% |
| 7D | -8.0% | -8.0% | 0.0% | -6.7% |
| 30D | -19.6% | -16.0% | -3.6% | -17.1% |
| 3M | -36.7% | +26.9% | -63.5% | -38.1% |
| 6M | -30.6% | +51.1% | -81.7% | -33.9% |
| YTD | -4.8% | +7.1% | -11.8% | -2.3% |
| 1Y | -13.1% | -9.6% | -3.5% | -7.2% |
| 3Y | +48.8% | +25.4% | +23.4% | +37.8% |
| All | +48.8% | +25.9% | +22.9% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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