+27.6%
CAVA vs HSY
-27.1%
+54.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.5% |
| 7D | -8.0% | +0.1% | -8.1% | -8.0% |
| 30D | -19.6% | -5.2% | -14.4% | -19.6% |
| 3M | -36.7% | -3.4% | -33.3% | -36.6% |
| 6M | -30.6% | -19.2% | -11.4% | -31.3% |
| YTD | -4.8% | -2.6% | -2.2% | -4.0% |
| 1Y | -13.1% | -3.8% | -9.3% | -12.6% |
| 3Y | +48.8% | -10.6% | +59.4% | +59.8% |
| All | +27.6% | -27.1% | +54.7% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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