+75.9%
HBAN vs CAVA
+33.0%
+42.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.3% |
| 7D | -1.0% | -8.0% | +7.0% | +0.2% |
| 30D | -5.6% | -19.6% | +14.0% | -2.7% |
| 3M | -1.1% | -36.7% | +35.5% | +5.1% |
| 6M | +9.9% | -30.6% | +40.5% | +14.8% |
| YTD | -0.9% | -4.8% | +3.8% | -2.1% |
| 1Y | -1.4% | -13.1% | +11.7% | -1.7% |
| 3Y | +78.2% | +48.8% | +29.4% | +67.4% |
| All | +75.9% | +33.0% | +42.9% | +68.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling