+7.5%
HON vs CAVA
+33.0%
-25.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.2% |
| 7D | -3.5% | -8.0% | +4.6% | -2.7% |
| 30D | -13.8% | -19.6% | +5.8% | -12.1% |
| 3M | -11.7% | -36.7% | +25.0% | -8.3% |
| 6M | -18.7% | -30.6% | +11.9% | -16.5% |
| YTD | +0.2% | -4.8% | +5.0% | -0.4% |
| 1Y | -3.1% | -13.1% | +10.1% | -3.1% |
| 3Y | +17.0% | +48.8% | -31.8% | +10.9% |
| All | +7.5% | +33.0% | -25.5% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling