-7.9%
CAVA vs PBR
+70.4%
-78.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.4% |
| 7D | -9.2% | +8.6% | -17.8% | -9.6% |
| 30D | -8.2% | +12.8% | -21.0% | -8.7% |
| 3M | -15.3% | +14.7% | -30.0% | -15.7% |
| 6M | -23.6% | +25.2% | -48.8% | -25.3% |
| YTD | +3.5% | +77.1% | -73.6% | -1.9% |
| 1Y | -7.9% | +69.6% | -77.4% | -12.5% |
| All | -7.9% | +70.4% | -78.3% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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