+29.1%
CAVA vs PAAS
+273.5%
-244.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.7% | -9.8% | -6.7% |
| 7D | -8.5% | +2.6% | -11.2% | -9.0% |
| 30D | -8.2% | +2.5% | -10.7% | -8.9% |
| 3M | -25.9% | +15.1% | -41.0% | -28.3% |
| 6M | -30.9% | -12.1% | -18.9% | -30.3% |
| YTD | -3.7% | +3.1% | -6.8% | -6.7% |
| 1Y | -13.4% | +50.8% | -64.3% | -23.9% |
| 3Y | +44.2% | +259.5% | -215.3% | -5.4% |
| All | +29.1% | +273.5% | -244.4% | -18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling