+18.6%
HAL vs CAVA
+28.6%
-10.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.4% | +1.6% | -2.4% |
| 7D | -3.3% | -12.4% | +9.2% | -2.1% |
| 30D | +7.2% | -11.2% | +18.4% | +8.2% |
| 3M | -8.8% | -33.8% | +25.0% | -5.5% |
| 6M | +3.0% | -32.5% | +35.5% | +6.0% |
| YTD | +29.4% | -8.0% | +37.4% | +27.0% |
| 1Y | +62.8% | -17.1% | +80.0% | +61.4% |
| 3Y | -6.4% | +37.8% | -44.3% | -10.0% |
| All | +18.6% | +28.6% | -10.0% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling