+31.0%
CAVA vs PAAS
+166.3%
-135.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -3.3% |
| 7D | -4.4% | -7.0% | +2.6% | -3.0% |
| 30D | +8.2% | -15.3% | +23.5% | +11.6% |
| 3M | -17.4% | -27.7% | +10.3% | -12.7% |
| 6M | -25.7% | -40.5% | +14.8% | -18.9% |
| YTD | -2.3% | -26.5% | +24.2% | +0.7% |
| 1Y | +17.6% | -0.8% | +18.4% | +13.1% |
| 3Y | +84.6% | +196.9% | -112.4% | +18.3% |
| All | +31.0% | +166.3% | -135.3% | -12.3% |
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