+12.1%
HLT vs CAVA
-7.9%
+20.1%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | -3.3% | -9.2% | +5.9% | -2.3% |
| 30D | -4.1% | -8.2% | +4.1% | -3.4% |
| 3M | -7.9% | -15.3% | +7.4% | -6.8% |
| 6M | +2.2% | -23.6% | +25.7% | +4.8% |
| YTD | +8.5% | +3.5% | +5.0% | +8.0% |
| 1Y | +12.1% | -7.9% | +20.0% | +8.4% |
| All | +12.1% | -7.9% | +20.1% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling