+37.4%
CAVA vs HTZ
-87.6%
+125.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.6% |
| 7D | -1.5% | -2.5% | +0.9% | -1.4% |
| 30D | -3.7% | -3.7% | +0.1% | -3.6% |
| 3M | -18.3% | -57.0% | +38.7% | -14.4% |
| 6M | -23.5% | -47.0% | +23.5% | -21.7% |
| YTD | +2.5% | -57.5% | +60.0% | +6.8% |
| 1Y | -8.0% | -63.5% | +55.5% | -3.5% |
| 3Y | +53.5% | -86.3% | +139.8% | +86.6% |
| All | +37.4% | -87.6% | +125.0% | +69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling