+217.0%
HIMS vs CAVA
+34.5%
+182.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.0% | +5.1% | +1.3% |
| 7D | -2.7% | -8.5% | +5.8% | +0.5% |
| 30D | -12.2% | -8.2% | -3.9% | -9.9% |
| 3M | -3.7% | -25.9% | +22.2% | +5.7% |
| 6M | +25.9% | -30.9% | +56.8% | +41.9% |
| YTD | -14.1% | -3.7% | -10.4% | -16.5% |
| 1Y | -41.6% | -13.4% | -28.2% | -41.5% |
| 3Y | +327.3% | +44.2% | +283.0% | +309.7% |
| All | +217.0% | +34.5% | +182.5% | +212.3% |
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