+19.9%
CAVA vs PBF
+120.1%
-100.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.7% | +9.4% | +2.2% |
| 7D | +14.2% | -0.9% | +15.1% | +14.2% |
| 30D | +14.6% | -13.7% | +28.3% | +13.4% |
| 3M | -2.3% | +10.6% | -12.9% | -0.9% |
| 6M | -30.5% | +61.2% | -91.7% | -26.4% |
| YTD | +5.6% | +172.7% | -167.1% | +10.7% |
| 1Y | +19.9% | +111.0% | -91.1% | +26.0% |
| All | +19.9% | +120.1% | -100.2% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 1y: compounded portfolio wealth divided by compounded PBF 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…
1y analysis · Full analysis span regression · 6 months rolling