+38.8%
CAVA vs HTZ
-86.9%
+125.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.6% |
| 7D | -9.2% | +7.5% | -16.7% | -9.7% |
| 30D | -8.2% | +47.4% | -55.6% | -11.3% |
| 3M | -15.3% | -54.9% | +39.6% | -11.6% |
| 6M | -23.6% | -47.0% | +23.4% | -21.8% |
| YTD | +3.5% | -55.3% | +58.8% | +7.5% |
| 1Y | -7.9% | -57.6% | +49.8% | -4.6% |
| 3Y | +38.7% | -86.6% | +125.3% | +71.2% |
| All | +38.8% | -86.9% | +125.7% | +70.5% |
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