+27.6%
CAVA vs PAAS
+255.4%
-227.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.6% |
| 7D | -8.0% | -1.9% | -6.1% | -7.7% |
| 30D | -19.6% | -3.6% | -16.0% | -19.2% |
| 3M | -36.7% | +8.6% | -45.2% | -38.0% |
| 6M | -30.6% | -16.7% | -13.9% | -29.2% |
| YTD | -4.8% | -1.9% | -2.9% | -6.9% |
| 1Y | -13.1% | +38.0% | -51.1% | -22.1% |
| 3Y | +48.8% | +234.9% | -186.2% | +0.1% |
| All | +27.6% | +255.4% | -227.7% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling