+17.8%
HAL vs CAVA
+33.0%
-15.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | -1.0% |
| 7D | -3.3% | -8.0% | +4.7% | -2.6% |
| 30D | +8.2% | -19.6% | +27.7% | +10.3% |
| 3M | -9.4% | -36.7% | +27.2% | -5.6% |
| 6M | +0.6% | -30.6% | +31.2% | +3.3% |
| YTD | +28.6% | -4.8% | +33.4% | +25.7% |
| 1Y | +63.9% | -13.1% | +77.0% | +61.6% |
| 3Y | -7.1% | +48.8% | -55.9% | -11.4% |
| All | +17.8% | +33.0% | -15.3% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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