-56.7%
HUBS vs CAVA
+33.0%
-89.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | 0.0% |
| 7D | -9.0% | -8.0% | -1.0% | -7.3% |
| 30D | +7.2% | -19.6% | +26.8% | +12.4% |
| 3M | +20.9% | -36.7% | +57.5% | +32.8% |
| 6M | -13.0% | -30.6% | +17.6% | -6.8% |
| YTD | -43.8% | -4.8% | -39.1% | -44.8% |
| 1Y | -54.6% | -13.1% | -41.5% | -54.8% |
| 3Y | -58.5% | +48.8% | -107.2% | -63.0% |
| All | -56.7% | +33.0% | -89.7% | -60.7% |
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