+33.0%
CAVA vs PAAS
+164.7%
-131.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | -1.6% | -8.9% | +7.4% | +0.3% |
| 30D | +12.9% | -11.4% | +24.3% | +15.4% |
| 3M | -19.3% | -20.4% | +1.1% | -16.0% |
| 6M | -19.5% | -40.7% | +21.2% | -12.1% |
| YTD | -0.8% | -26.9% | +26.2% | +2.4% |
| 1Y | +20.8% | -3.1% | +23.9% | +16.8% |
| 3Y | +85.7% | +199.3% | -113.6% | +18.2% |
| All | +33.0% | +164.7% | -131.7% | -10.9% |
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