+29.1%
CAVA vs HSY
-27.5%
+56.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.4% | -6.0% |
| 7D | -8.5% | -3.0% | -5.6% | -8.6% |
| 30D | -8.2% | -5.0% | -3.2% | -8.3% |
| 3M | -25.9% | -1.3% | -24.6% | -25.8% |
| 6M | -30.9% | -21.5% | -9.4% | -31.7% |
| YTD | -3.7% | -3.3% | -0.4% | -2.9% |
| 1Y | -13.4% | -5.5% | -7.9% | -13.1% |
| 3Y | +44.2% | -9.9% | +54.2% | +54.1% |
| All | +29.1% | -27.5% | +56.6% | +53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling