+29.1%
CAVA vs HTZ
-88.2%
+117.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -5.3% | -0.8% | -5.6% |
| 7D | -8.5% | -10.4% | +1.8% | -7.8% |
| 30D | -8.2% | -2.4% | -5.9% | -8.3% |
| 3M | -25.9% | -60.9% | +35.0% | -21.8% |
| 6M | -30.9% | -50.2% | +19.3% | -29.0% |
| YTD | -3.7% | -59.7% | +56.0% | +0.8% |
| 1Y | -13.4% | -66.0% | +52.6% | -8.7% |
| 3Y | +44.2% | -87.1% | +131.3% | +76.1% |
| All | +29.1% | -88.2% | +117.3% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 10y: compounded portfolio wealth divided by compounded HTZ 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…
10y analysis · Full analysis span regression · 6 months rolling