+42.4%
CAVA vs HTZ
-90.7%
+133.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.5% |
| 7D | +0.5% | -16.4% | +16.9% | +1.6% |
| 30D | +16.2% | -15.1% | +31.3% | +17.3% |
| 3M | -0.1% | -28.2% | +28.1% | +1.7% |
| 6M | -21.5% | -73.1% | +51.6% | -15.0% |
| YTD | +6.2% | -68.3% | +74.5% | +12.7% |
| 1Y | +28.2% | -75.2% | +103.4% | +38.4% |
| 3Y | +97.7% | -81.1% | +178.9% | +115.5% |
| All | +42.4% | -90.7% | +133.2% | +78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling