-7.9%
CAVA vs PNC
+23.0%
-30.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.6% | -1.6% |
| 7D | -9.2% | +1.4% | -10.6% | -10.2% |
| 30D | -8.2% | -3.8% | -4.4% | -5.5% |
| 3M | -15.3% | +9.0% | -24.3% | -21.7% |
| 6M | -23.6% | +16.6% | -40.2% | -33.5% |
| YTD | +3.5% | +20.4% | -16.9% | -10.3% |
| 1Y | -7.9% | +22.3% | -30.2% | -27.9% |
| All | -7.9% | +23.0% | -30.9% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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