-13.1%
CAVA vs PBR
+74.3%
-87.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.5% |
| 7D | -8.0% | +5.4% | -13.4% | -8.2% |
| 30D | -19.6% | +22.9% | -42.4% | -20.4% |
| 3M | -36.7% | +19.6% | -56.3% | -37.0% |
| 6M | -30.6% | +16.5% | -47.1% | -31.3% |
| YTD | -4.8% | +86.7% | -91.4% | -10.3% |
| 1Y | -13.1% | +74.7% | -87.8% | -18.4% |
| All | -13.1% | +74.3% | -87.4% | -18.4% |
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