+25.5%
HD vs CAVA
+38.6%
-13.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.1% |
| 7D | +1.5% | -1.6% | +3.1% | +1.7% |
| 30D | +18.0% | +12.9% | +5.1% | +16.3% |
| 3M | +2.8% | -19.3% | +22.1% | +5.0% |
| 6M | +17.0% | -19.5% | +36.4% | +19.1% |
| YTD | +3.5% | -0.8% | +4.3% | +2.2% |
| 1Y | -2.6% | +20.8% | -23.4% | -6.4% |
| 3Y | +30.7% | +85.7% | -55.0% | +16.6% |
| All | +25.5% | +38.6% | -13.2% | +15.1% |
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