+19.9%
CAVA vs THC
+46.1%
-26.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.6% | -6.8% | +2.3% |
| 7D | +14.2% | +8.8% | +5.4% | +13.8% |
| 30D | +14.6% | +12.6% | +1.9% | +13.9% |
| 3M | -2.3% | +15.4% | -17.7% | -2.7% |
| 6M | -30.5% | +57.7% | -88.2% | -31.2% |
| YTD | +5.6% | +47.1% | -41.5% | +4.3% |
| 1Y | +19.9% | +40.7% | -20.8% | +18.6% |
| All | +19.9% | +46.1% | -26.3% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 1y: compounded portfolio wealth divided by compounded THC 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…
1y analysis · Full analysis span regression · 6 months rolling