+29.1%
CAVA vs PHM
+64.5%
-35.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.9% | -5.1% | -5.6% |
| 7D | -8.5% | -3.9% | -4.7% | -7.1% |
| 30D | -8.2% | -8.6% | +0.3% | -4.9% |
| 3M | -25.9% | -2.9% | -23.0% | -25.3% |
| 6M | -30.9% | -5.7% | -25.2% | -29.7% |
| YTD | -3.7% | +1.9% | -5.6% | -6.4% |
| 1Y | -13.4% | -12.3% | -1.1% | -10.8% |
| 3Y | +44.2% | +50.8% | -6.5% | +0.8% |
| All | +29.1% | +64.5% | -35.4% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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