+29.1%
CAVA vs HRB
+53.8%
-24.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.6% | -4.4% | -5.8% |
| 7D | -8.5% | -10.6% | +2.1% | -6.8% |
| 30D | -8.2% | -0.8% | -7.4% | -7.7% |
| 3M | -25.9% | +19.1% | -45.0% | -27.0% |
| 6M | -30.9% | +48.7% | -79.6% | -33.9% |
| YTD | -3.7% | +7.1% | -10.8% | -1.6% |
| 1Y | -13.4% | -8.3% | -5.1% | -8.6% |
| 3Y | +44.2% | +25.8% | +18.4% | +40.3% |
| All | +29.1% | +53.8% | -24.7% | +24.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling