+23.3%
CAVA vs THC
+242.1%
-218.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.4% | -3.9% |
| 7D | -12.4% | 0.0% | -12.4% | -12.5% |
| 30D | -11.2% | +1.5% | -12.7% | -11.6% |
| 3M | -33.8% | +59.9% | -93.7% | -42.4% |
| 6M | -32.5% | +11.0% | -43.5% | -34.8% |
| YTD | -8.0% | +32.6% | -40.6% | -16.7% |
| 1Y | -17.1% | +37.4% | -54.5% | -26.6% |
| 3Y | +37.8% | +252.5% | -214.7% | -19.2% |
| All | +23.3% | +242.1% | -218.7% | -23.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling