-7.9%
CAVA vs PBF
+176.4%
-184.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.6% |
| 7D | -9.2% | +4.3% | -13.5% | -9.0% |
| 30D | -8.2% | +22.0% | -30.2% | -6.9% |
| 3M | -15.3% | +74.5% | -89.8% | -11.5% |
| 6M | -23.6% | +67.7% | -91.3% | -20.1% |
| YTD | +3.5% | +179.2% | -175.7% | +6.9% |
| 1Y | -7.9% | +170.0% | -177.9% | -5.7% |
| All | -7.9% | +176.4% | -184.2% | -5.7% |
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