+7.4%
HON vs CAVA
+28.6%
-21.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.1% | -0.9% |
| 7D | -2.6% | -12.4% | +9.8% | -1.5% |
| 30D | -11.9% | -11.2% | -0.7% | -11.1% |
| 3M | -6.1% | -33.8% | +27.7% | -2.9% |
| 6M | -19.2% | -32.5% | +13.3% | -16.8% |
| YTD | +0.2% | -8.0% | +8.1% | -0.1% |
| 1Y | -1.5% | -17.1% | +15.6% | -1.1% |
| 3Y | +17.9% | +37.8% | -19.9% | +12.4% |
| All | +7.4% | +28.6% | -21.2% | +2.7% |
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 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