+35.1%
CAVA vs HTZ
-90.7%
+125.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.4% | +6.9% | -0.8% |
| 7D | +0.7% | -14.6% | +15.3% | +1.7% |
| 30D | +13.6% | -20.8% | +34.4% | +15.2% |
| 3M | -4.9% | -18.8% | +13.9% | -4.1% |
| 6M | -33.9% | -74.7% | +40.8% | -28.0% |
| YTD | +0.8% | -68.1% | +68.9% | +6.9% |
| 1Y | +27.0% | -73.5% | +100.4% | +36.4% |
| 3Y | +73.1% | -81.8% | +154.9% | +90.9% |
| All | +35.1% | -90.7% | +125.8% | +69.5% |
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