+0.5%
HD vs CAVA
+37.2%
-36.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | -1.0% |
| 7D | -3.9% | -12.4% | +8.5% | -2.5% |
| 30D | -13.1% | -11.2% | -1.9% | -12.2% |
| 3M | -3.4% | -33.8% | +30.3% | +0.7% |
| 6M | -12.6% | -32.5% | +20.0% | -9.1% |
| YTD | -9.2% | -8.0% | -1.2% | -9.5% |
| 1Y | -23.9% | -17.1% | -6.8% | -23.7% |
| All | +0.5% | +37.2% | -36.6% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling